The Settings screen is your control center for how the CRM operates. Navigate to CRM > Settings in the sidebar to adjust your feature level. Choose the setup that fits your workflow, from our current Basic tier to upcoming Intermediate and Advanced capabilities.

Manual save required

Changes made on the Settings tab are not saved automatically. Be sure to click the Save button in the top navigation bar after adjusting your Feature Level.

How settings affect CRM behavior

The Feature Level is the most impactful setting. It directly controls what your team sees in the CRM sidebar and what they can do:

Changing the Feature Level never deletes data. If you move from Intermediate back to Basic, your companies and activities are still stored -- they're just hidden from the interface until you switch back.

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Safety Net

When you click Delete CRM, a mandatory confirmation dialog appears asking you to verify before anything is removed, preventing accidental deletion.

If you accidentally delete your CRM, head to the project trash to restore it. Don't wait too long though — trashed apps are eventually removed permanently.

If you ever need to contact support about your CRM, the App ID on the Details tab is the fastest way to help the team identify your specific app.

This is controlled by your Feature Level. On Basic, the sidebar shows only Contacts and Settings. Companies and Activities are hidden entirely until you switch to Intermediate or Advanced.

Tip: Save after every change

Changes on the Settings tab are not saved automatically. Always click the Save button after adjusting your Feature Level or any other setting to ensure your configuration is applied.

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CRM Settings

Configure Your CRM Feature Level

How settings affect CRM behavior

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How do I restore an accidentally deleted CRM?

Where can I find my App ID for support tickets?

Why are certain sidebar items missing?