Administration Overview
What can you manage in the Administration section?
The Administration section provides access to system-wide configuration tools all in one place. Your dashboard relies on key configurations that determine how leads are captured, communications are handled, and automations are triggered. Everything in Administration works together to ensure that:
- Your tools are connected and synced correctly
- AI and messaging features are properly configured
- Workflows and communication channels are set up in a way that streamlines your operations for your needs
Keeping these foundational settings aligned improves daily operations and makes your system easier to manage over time.
Core areas
- Business Profile — Manage your core business information, location, website, branding, and services.
- Users — View, invite, and remove users who have access to your Business App.
- Conversations — Configure how conversations and messaging work.
- Email — Set up email and view email history.
- Integrations — Connect QuickBooks, Google Analytics, and other tools.
- CRM Objects — Manage contacts, companies, opportunities, and custom fields.
- Connections — Manage connected accounts and data sources.
- Billing — Update billing and payment settings.
Getting started
- Start with Business Profile to ensure your business information is correct everywhere.
- Configure Conversations and Email so leads and follow-ups work the way you want.
- Add Integrations and Connections to sync with your other tools.
- Customize CRM Objects to track the data that matters to your business.
Frequently Asked Questions (FAQs)
Can users upload files to the Files page?
No, the files page in Business App > Administration is view and download only.