Settings

General

Defaults used across proposals, quotes and outreach.

The category list offered when discovering and editing companies.

Name	Companies	Actions

The industry list used for filtering and segmentation.

Name	Companies	Actions

Rename, recolour and reorder the board. Built-in stages and stages holding companies cannot be deleted.

Order	Name	Color	Companies	Actions

Points each detected gap adds to a company's opportunity score.

Rule	Category	Points	Enabled

Weights behind the seven lead scores. The same rows are served by the scoring API.

Score	Component	Weight	Enabled

Starting points for outreach messages. Built-in templates can be edited but not deleted.

Name	Category	Subject	Actions

Default section layouts applied when a proposal is created.

Name	Type	Sections	Actions

System and user prompts the AI engine uses. Keys are fixed once created.

Name	Key	System prompt	Actions

Choose which notifications you receive. These preferences are yours alone.