Settings

Deal Setup

The background rules for how deals and activity get counted, paid, and scheduled.

Which activity metrics count toward your goals.

Your split, rates, and pay timing. Pre-fills net + check dates on every deal.

Map each lead source to an origin bucket so GCI stops landing in Unclassified.

Schedule calls by block (cold-call, follow-up, pitch), not by the clock.

How often you call each tag. Tag a contact and they're on the clock.