General Settings

Set the account name, time zone, logo, out-of-area tagging, labels, and sources.

Path: Settings → General

Admin and Owner can edit this tab.

Account name, time zone, and logo

1. Open Settings → General.
2. Edit Account name. This is the workspace name teammates see in the account switcher.
3. Set Time zone. Scheduled texts, emails, campaigns, and task due dates use this account time zone.
4. Upload a Company logo. Use change/remove on the preview — there is no URL field.

Out-of-Area

Turn on Out-of-Area if you want prospects tagged when they fall outside your offices. That tag is available in pipeline filters and automations.

Labels

Labels are account-defined tags on prospect records (for example licensed or sphere).

1. On General, find Labels.
2. Add a label name. It becomes available on Add Prospect, Prospect Details, imports, pipeline filters, and automations.
3. Remove a label here to take it off the account list. Review existing uses on records after you delete a label.

Only Admin and Owner manage the label list. Anyone who can edit a prospect can apply labels that already exist.

Sources

Sources record where a prospect originated (import, referral, website, Meeting Room, and so on).

1. Stay on General — Sources is not its own Settings tab.
2. Add or remove source names.
3. Those names appear on Add Prospect, Import column mapping, pipeline filters, campaigns, and automations.

See Sources for more on where sources appear and how they differ from labels.

What is not on this tab

• Email signatures live on Settings → Identities and in the email composer.
• Connected Gmail / Outlook lives on Your Profile.
• Billing is in the profile menu, not Settings.