Platform · Settings

Users

Signatures

Preview and copy your SDR sending-account signature, or manage client signatures when your role allows editing.

Settings

Open your personal preferences and the selected-client settings available to your role.

Plan and billing

Phone Settings

Prepare a personalized client voicemail greeting, review it and save it to the selected phone numbers.

Outcome Email

Configure deal-wide owner outcome requests sent from the dedicated SalesHive Notifications mailbox.

Not on your plan

Notifications

Choose which SalesHive updates you receive, including the opt-in Daily Analytics Summary email.

Meeting Settings

Find active meeting owners and scheduling links, or manage meeting workflows when your role allows it.

Meeting Reminders

Review the selected client’s pre-meeting reminders and configure them with the required management access.

Meeting Goals

Track launch-wide meeting results separately from goal coverage, complete-period attainment, and future plans.

Integrations

Connect a client CRM, map fields, match SalesHive values to allowed CRM dropdown options, preview the validated record, and monitor sync health.

General Settings

Your account settings: theme for this browser and, for client portal accounts, a name profile plus secure passwordless email-code sign-in.

Email Templates

Manage inbox replies, disposition emails, campaign copy, custom outcomes, and reporting actions.

Email Accounts

Find client mailbox details or manage sender identity and connections when your role allows it.

Custom Fields

Define custom contact data fields that appear on contact detail, imports, and exports.

CRM Connection Detail

Manage a CRM connection, test sync, and recheck resolved provider setup warnings safely.

Client Billing

Review the selected parent client's Zoho or Stripe billing profile, subscription, payment details, invoices, and credits.

Blacklist

Manage selected-client suppression records, preview validated CSV imports, and review live meeting protections without false placeholder-company matches.

API Keys

Manage deal-scoped API credentials, separate integration keys, access eligibility, usage, replacement, revocation, and audit history.