Platform · Settings
Browse 20 help guides in Platform · Settings.
Email Accounts
Find client mailbox details or manage sender identity and connections when your role allows it.
Learn moreUsers
Manage client logins, seats, roles, and individual permissions for the selected client.
Learn morePhone Settings
Prepare and save voicemail greetings for the selected client's numbers, and for internal staff, manage which call dispositions SDRs see.
Learn moreMeeting Settings
Find active meeting owners and scheduling links, or manage owners and their territory states when your role allows it.
Learn moreGeneral Settings
Upload your profile photo, choose whether your projects need your approval before sending Slack messages, pick this browser's color theme and, for client portal accounts, update your displayed name, which now shows right away and stays after a reload.
Learn moreEmail Templates
Manage inbox replies, disposition emails, campaign copy, custom outcomes, and reporting actions.
Learn moreIntegrations
Connect a client CRM, map fields, match SalesHive values to allowed CRM dropdown options, preview the validated record, and monitor sync health.
Learn moreCRM Connection Detail
Manage a CRM connection, read its status and any connection issue in plain words, test sync, and recheck resolved provider setup warnings safely.
Learn moreSignatures
Preview and copy your SDR sending-account signature, or manage client signatures when your role allows editing.
Learn morePlan and billing
See your self-serve plan, seats, charges, this month's credits and video call minutes, invoices and seat change history, ask our team for help, and let workspace admins start the plan, change seats or ask about more seats, buy extra AI credits, choose who gets invoices, rename the workspace, set the mailing address on campaign emails, add or update payment, pay a failed invoice, confirm a payment your bank holds, resume a mailbox paused for bounces or unsubscribes, reconnect a disconnected mailbox, download data, ask us to delete it after canceling or if the plan never started, manage billing in Stripe or ask for the managed service.
Learn moreSettings
Open every Settings page you can use, grouped by topic: your account, meetings, email, data and billing.
Learn moreNotifications
Choose which SalesHive updates you receive, including the opt-in Daily Analytics Summary email.
Learn moreMeeting Reminders
Review the selected client's pre-meeting reminders and configure them with the required management access, or turn them on for a self-serve workspace.
Learn moreBlacklist
Manage selected-client suppression records, preview validated CSV imports, and review live meeting and client pipeline protections.
Learn moreBilling
Review the selected parent client's Zoho or Stripe billing profile, subscription, amount due, invoices, and credits.
Learn moreOutcome Email
Configure deal-wide owner outcome requests, optional client-team CC recipients, email or Slack delivery, and one automatic reminder.
Learn moreNot on your plan
What it means when a page is not on your plan or not open to you, what your plan includes, and how to ask about the managed service.
Learn moreMeeting Goals
Track launch-wide meeting results separately from goal coverage, complete-period attainment, and future plans.
Learn moreCustom Fields
Define custom contact fields, note what each one means, and fill them into emails and calls.
Learn moreAPI Keys: create and use integration keys
Create a SalesHive API key for each integration, connect it with the base URL, check usage, and replace or revoke one key without breaking the others.
Learn more