Skip to main content
Organization is the admin hub for account-level settings. Use it when the change affects the whole organization rather than one deal or one user.

​
Where to find it

Open Settings > Advanced Settings > Organization.

​
What you configure

  • Organization name and company details.
  • Team & Roles for invites and role management.
  • Billing & Plan for subscription management.
  • Usage for SMS, email, voice, ZIP, AI token, lookup, and phone-number usage.
  • Deal Tags for Deal Pipeline cards and filters.
  • Company Logo for branded email templates and property PDF reports.
  • Referrals for referral links and rewards.
  • Timezone for scheduling behavior.
  • WhatsApp Operator for the teammate who can act on WhatsApp conversations.

​
Why it matters

Organization settings define who can access the workspace, what limits apply, how usage is tracked, and which shared labels and branding appear across the product. If Basic Setup answers “how do we send and analyze?”, Organization answers “who is on the team and how is the account managed?”

​
What changes when you update it

  • Team and role changes affect who can manage settings and use organization features.
  • Billing and plan changes can affect seat count, ZIP slots, usage limits, and bulk features.
  • Usage shows where your team stands in the current billing period.
  • Deal tags appear on pipeline cards and can be used for filtering.
  • Company logo can appear in branded communication and exported property reports.
  • Timezone affects organization scheduling behavior.
  • WhatsApp Operator controls who can act on WhatsApp conversations for the organization.

​
Setup tips

  • Review Team & Roles whenever someone joins or leaves the company.
  • Check Usage before assuming a sending issue is a channel problem.
  • Keep Deal Tags short and consistent so the pipeline stays easy to filter.
  • Set the Timezone before relying on scheduled communication.
  • Use Billing & Plans for plan changes and Team & Roles for invites.

​
Used by

​
Common questions

Organization admins and owners can edit most Organization settings.
Pipeline stages are configured from the gear icon in the Deal Pipeline toolbar, not from the main Settings sidebar.