Settings
Settings in the real app include profile, workspace, pipeline, lead form (standard + custom fields), and security. Nothing below is wired up in this demo—sign in to configure your workspace.
Profile
Display name, email, and password changes apply to your real account after you sign in.
Workspace
Organization name, team members, invites, and workspace-level preferences are managed here in production.
Pipeline
Customize your lead pipeline: add, rename, and reorder status stages (keys and labels). Those stages power the dashboard “Leads by status” chart, filters, and the status field on every lead. In the live app, customization may depend on your plan.
Lead form
Control the add/edit lead experience: toggle which standard fields (company, email, phone, source, owner, follow-up, notes, etc.) appear on the form. Define custom fields—text, number, date, dropdown, or checkbox—and choose which show on the lead form vs. lead detail only.
Security
Two-factor authentication and session controls are available in the live app.