This name is shown on interactions and tasks you log (e.g. "Logged by Jasper") instead of your email address (). This only applies to the account you're currently logged in with.
Applies to the account you're currently logged in with ().
Everyone who can log in with the shared account, with their configured name and role.
The phase new clients start in, whether created manually or via CSV import.
Only owners can change this.
Adjust the display name of each phase. The order and behavior (e.g. which phases require an open task) stay unchanged. "New", "Not yet approached" and "Rejected" are fixed phases whose name cannot be changed.
Only owners can change this.