Settings and CRM

Set up and CRM settings for your Costello account.

5 Articles

  • How do I manage teams? As a Costello admin, you'll be able to change and manage team permissions for your organization. Overview  Teams are how you manage...
  • How do I manage users? As a Costello admin, you'll be able to change and manage user permissions for people in your organization. Overview  In order to manage...
  • What are the benefits of activating teams? Teams are often a crucial component to reps using Costello effectively. They allow your reps to focus their selling by using certain...
  • How often does Costello sync to my CRM? One of Costello's best features is its integration with your CRM, regardless of which one you use. Nobody wants to lose information, so...
  • What is blacklisting for? This will allow you to control internal versus external domains that match a specified rule. Overview This may seem complicated at first...
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