Account Settings
Manage your profile, organization details, and preferences from the Settings area.
Accessing settings
Click your avatar or organization name in the bottom-left corner of the sidebar to open the account menu, then select Settings. Alternatively, navigate directly to /settings.
Settings sections
- Profile — your name, avatar, and email. Email is managed through Clerk and reflects your sign-in email.
- Organization — workspace name, plan, and org-level settings.
- Pipeline Stages — add, rename, reorder, or remove stages.
- Integrations — Gmail connection status and future integrations.
- Team — invite and manage members (Team plan only).
- Billing — plan details, payment method, and invoices.
- Danger Zone — delete your organization (irreversible).
Deleting your organization permanently removes all contacts, companies, tasks, and pipeline data. This cannot be undone. Export your data first.