To access Contact Manager's settings, click the Gear icon on the right of the screen. This is only available for Super Users.

There are a variety of settings for you to configure one per tab:

The Configuration page lets you select which dashboard you want to display, or neither.

This page lets you set up the default email template for sending out one-to-one emails. Use Template Builder to create you template and share it with the Contact Manager occurrence before adding and editing in this page.

Use this page to automatically apply a specific consent pack to each new Contact which is added manually or imported with Data Manager.

Any Contacts brought in via a form will have that form's consent pack applied.

Saved replies are used to add in a commonly used piece of text or image, such as an email signature, to a one-to-one email, as shown below.

These come from a Knowledgebase occurrence. Learn how to integrate these into other apps.

Dropdowns are used to organise your Leads Dashboard and can provide additional insights on reports.

To add a new dropdown item, click "Add a [Status]"at the bottom of each section. Dropdown items can be edited or deleted by using the Edit pencil.

This separates your leads in any manner you choose. In the above example, we're separating educational contacts by the type of institution they've come from.

This helps you keep track of the relationship you're building with a contact.

Statuses can be shown on the Lead progress bar, or hidden.

Typically a Lead will progress along a journey from "1. New" through "2. We reached out", "3. We made contact" to "4. Agreed" or some version thereof.

This list is used by Webform Builder when creating forms to help discover how a Contact discovered your establishment.