General Settings
Set your company details, the account time zone, out-of-area tagging, and the label and source lists everyone picks from.
Path: Settings → General
Admins and Owners can edit this tab. Managers and View Only users see the company details greyed out, and the Labels and Sources lists are hidden for them.
Company details
Each field saves on its own when you click away from it. There is no Save button.
- Open Settings → General.
- Company Name: the account name teammates see in the account switcher.
- Time Zone: the account time zone. Sequence sending windows, meeting times in HiringCenter AI drafts, and logged activity times use it.
- Address: start typing and pick a match from the suggestions.
- Website: your company site.
https://is added if you leave it off. - Company logo: click the logo box to upload (SVG, PNG, JPEG, GIF, or WebP, under 5 MB). Click it again to change the logo, or use Remove logo to delete it after a confirmation.
The logo shows in the collapsed sidebar for this account, on your job pages, and on the page meeting-room visitors see. For styled emails, set logos in the Brand Kit.
Out-of-Area Settings
Use out-of-area tagging if you want prospects marked when they live too far from every office.
- Check Enable out-of-area prospect tagging.
- Enter Max distance from offices in miles.
- Click away from the field to save.
Prospects farther than that distance from all of your offices are marked out of area on their prospect record. Automations can then target them with the Location filter ("In area only" or "Out of area only").
Out-of-area tagging depends on your offices having addresses. See Offices.
Labels
Labels are tags on prospect records that describe the person right now, for example Licensed or Hot lead.
- In Labels, type a name (for example "Hot lead").
- Press Enter or click Add Label. A name that already exists (ignoring capitals) is not added twice.
- To remove a label from the list, click its delete button and confirm Delete Label.
Deleting a label only removes it from the list in Settings. Prospects that already have the label keep it.
Labels you add here are available when adding or editing a prospect, in imports, pipeline filters, campaigns, sequences, and automation filters. Anyone who can edit a prospect can apply a label that already exists.
Sources
Sources record where a prospect came from (Referral, Website, Job board, and so on). They are managed here, under Sources, next to Labels.
- Click Add Source.
- Enter a name and an optional description, then click Add Source.
- Edit a source in place from the table, or delete one you no longer use.
See Sources for 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.
- Brand colors, fonts, and email logos live on Settings → Brand Kit.
- Billing is in the profile menu, not Settings.