SETTINGS

Backup & Settings

Migrate your data flexibly, and adapt to your org's custom fields directly from the settings screen.

💾

Encrypted Backup / Migration

Export all data and settings — including forecast-change history — as one password-encrypted (AES-GCM) file, and restore it on another browser.

⚙️

Field Mapping

If your org's custom field API names differ from the defaults, remap them individually from the "⚙ Field Settings" screen.

🌐

Multi-language support

Switch between Japanese and English, covering the toolbar, table columns, and nearly every panel.

🎨

Column customization is remembered

Visible columns, order, and partner column names are saved in your browser and restored automatically next time.

Make the screen — and the rules — your own

From how things look to automation that runs on your own conditions. Every setting is saved locally.

🎛

Custom Dashboard

Freely combine number tiles, lists, and other widgets into your own dashboard layout.

🧮

Custom Calculated Columns

Add your own calculated columns using a formula over existing fields — evaluated by a safe custom parser, no `eval`.

🧩

Custom Segment Builder

Save named segments built from AND/OR-combined conditions, and recall them any time.

🎨

Row-Highlight Rules

Automatically color-code list rows based on conditions you define.

🤖

Automation Rules

Create and run rules that auto-tag opportunities matching your conditions.

⌨️

Shortcut Key Settings

Remap keys like quick ToDo logging (T) or row navigation (j/k) to whatever you prefer.

📏

Compact View Toggle

Tighten row height and font size in the list to fit more deals on screen.

See what's new, too

A digest of the latest updates by version.