App Configuration

How to open the app settings:

  1. Go to the “Settings” section. Open the “Integrations” tab:

  1. Open the “Installed” section:

  1. Click on the app:

  1. Done! The settings are divided into five sections:

  • “Tasks” — configuring tasks for planned or overdue payments,
  • “Features” — additional settings for payment synchronization and checks,
  • “Export” — configuring fields for export to an XLSX table from the lead card and analytics section,
  • “Status” — creating custom payment statuses for labeling them in cards and analytics,
  • “Sync” — setting up payment reminders for clients using Salesbot.