Revamp CRM presents some very essential settings with which you can manage your account and get the most of it.
Account Settings can be managed only by Owner & Admin user roles.
Navigate to Settings > Account.
1. General Settings
Let you change many of the items that control how your account is displayed, such as the title, currency, time zone, owner role, industry, mailing address etc….
Customizing your profile and including your logo and your personalized color scheme to have your account matching your brand.
3. Reminders and Notifications
Account notifications to control which reminders are sent to your account users. We offer you several ready-made reminders to select directly from.
4. Top Spenders
Identify the criteria you want your Loyal Customers segment to be selected based on.
Note: This option is only visible and available for eCommerce plan and to the Owner user role.
5. Language support
Revamp CRM is available in English, Spanish, French and Arabic languages at the moment, with German and Portuguese planned soon.
If there’s a particular language you’d like to see Revamp CRM in, definitely let us know at firstname.lastname@example.org