Cone

Add industry-specific information to clients, contacts, projects, and deals

Custom Fields Overview

Settings

Configure client payment methods, automate charges, and include payment links in invoices for ease

Configuring Payment Settings for Proposals

Billing

Customize your brand

Proposal Reminders

Admin

Profile Settings

Notification Settings

Personal

Create custom roles with specific permissions for your team

Overview: Custom Roles and Permissions

Manage team members, roles, permissions, and billing rates

Overview: People Management

How-To: Manage Team Members

People

Website

Find answers and get help from Intercom Support and Community Experts

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