Company Information
Brand Settings
This will be mapped to config/brand.php in Laravel
Regional Settings
Team Plan
5 users included in your plan
3 of 5
users active
Additional users beyond 5 will be charged per user. View pricing
Team Members
| User | Role | Status | Last Active | |
|---|---|---|---|---|
|
JD
John Doe john@lotix.com |
Admin | Active | Just now | |
|
SS
Sarah Smith sarah@lotix.com |
Agent | Active | 2 hours ago | |
|
AM
Ahmed Mohamed ahmed@lotix.com |
Agent | Away | Yesterday |
Pipeline Stages
Drag to reorder stages. These will appear in your leads pipeline.
Notification Preferences
New Lead Notifications
Get notified when a new lead is assigned to you
Follow-up Reminders
Receive reminders for upcoming follow-ups
Deal Won/Lost Alerts
Get notified when deals are closed
Email Notifications
Also send notifications via email
Connected Apps
Google Calendar
Sync your meetings
Send messages to leads
Import Data
Drag and drop a CSV or Excel file here
or