Set up your organization: currency, hours and test mode
8 min
A few settings shape every report and every reply. Do them once, in Settings.
Step 1 of 5
General: name, currency and privacy
Settings → General. Set the organization name, the currency (used for deal values, revenue and reports; EUR, USD, GBP and CHF come first), your legal name and tax ID, and your privacy policy URL, which forms, booking and chat link to. Click Save at the end.
Good to know
Language is per person
The language (English, Español, Italiano) is the flag menu in the top bar. It is saved in your browser, not for the whole organization.
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