General
Basic identity and defaults for this Sales Portal workspace.
Appearance
Choose how the Sales Portal looks on this device. This applies immediately across every page.
Notifications
Choose which updates reach you and how.
Email digest
A daily summary of pacing and alerts.
SMS alerts
Text message for danger-severity alerts only.
In-app push
Browser notifications while the portal is open.
Weekly office summary
Rolled-up close rate by office, every Monday.
Alert Rules
Toggle which conditions trigger an alert in the topbar bell.
Integrations
Connections that feed data into the Sales Portal.
CSV IngestManual and scheduled uploads via the Upload page.
Connected
Webhook RelayPushes ingest results to your dialer's status endpoint.
Connected
Slack NotificationsPost daily digests to a Slack channel.
Soon
Single Sign-On (SAML)Enterprise login via your identity provider.
Soon
API Keys
Programmatic access to Sales Portal data is coming soon. Check back in a future release.
Audit Log
Recent account and data actions across this workspace.
| Actor | Action | Target | Timestamp |
|---|
Data & Privacy
Control how long interaction data is retained and export a copy for your records.
Billing
Growth Plan
Next renewal is billed automatically to the workspace's card on file. Plan changes and invoices are available in a future release.
Danger Zone
Delete all interaction data
Permanently removes every logged interaction for this workspace. This cannot be undone.