22.1 Settings Overview & Access

  • Accessing: Click the Settings (gear icon ⚙️) located at the bottom of the left-hand main menu.
  • Interface Layout: This usually opens a dedicated settings interface, often with its own left-hand sub-menu listing various configuration categories. Clicking a category in this sub-menu displays the corresponding options and settings in the main panel to the right.
  • Key Settings Categories (Relevant for Real Estate): While the exact organization might vary slightly, critical categories you'll interact with include:
    • My Profile: Your personal user settings (See 21.2).
    • My Staff: Manage team users and permissions (See 21.1).
    • Business Profile (START HERE!): Foundational agency info, crucial for compliance and branding (See 22.2).
    • Pipelines: Define your sales/transaction stages (See 5.2 / 22.3).
    • Phone Numbers (CRUCIAL): Purchase numbers, manage compliance (Trust Center - A2P/Toll-Free) for calls/SMS (See 7.2 / 22.4 / Chapter 23).
    • Reputation Management: Configure review request settings (See 8.3 / 15.4 / 22.5).
    • Email Services (CRUCIAL): Configure sending domain (Dedicated Sending Domain) for deliverability (See 6.1 / 6.4 / 22.6).
    • Domains: Connect your custom agency domains for hosting Websites/Funnels (See 9.1 / 22.7).
    • Calendars: Set up booking calendars for showings/consultations (See 8.2 / 22.8).
    • Custom Fields: Define agency-specific data fields (See 3.12 / 22.9).
    • Custom Values: Create global shortcuts/placeholders (See 3.12 / 22.10).
    • Tags: Manage contact organization labels (See 3.5 / 22.11).
    • Integrations: Connect Google, Facebook, Payment Gateways, Ad Platforms, etc. (See Chapter 17 / 22.13).
    • (If Applicable) Conversation AI: Configure chatbot settings (See 19.2 / 22.15).
    • (If Applicable) WhatsApp: Connect WhatsApp Business API (See 8.4 / 22.16).
    • Payments: Gateway status, Tax settings, Receipt customization (See Chapter 14 / 22.17).
    • URL Redirects: Manage domain redirects (See 9.18 / 22.18).
    • Audit Logs: View detailed account activity log (See 22.20).
    • Company Billing: Monitor usage and Wallet balance (See 7.9 / 22.21).
    • Labs: Opt-in to Beta features (See 22.22).