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Permanently deletes every deal, account, and goal on this team, and resets your Health Score settings (stages, weights, thresholds, key metrics) back to their defaults. Team members and your sign-in stay untouched. This can't be undone.
Hide any of the built-in ones you don't use, and add your own — both show up in the template picker when composing an email from a deal. Use {{company}} and {{owner}} as placeholders.
Personal to you — when one of your deals enters a stage below, automatically send the chosen template (built-in or your own) from your connected Gmail. Off by default; nothing sends unless you set a stage below, and it's silently skipped if Google isn't connected. Stages match your team's own pipeline, including any renamed or custom ones.
Connect your Google account to auto-log meetings and emails with a deal's contact as activity, send email through your real Gmail address, and schedule meetings straight from a deal.
Use this key to connect Vitaro to Zapier or your own integrations. It authenticates as your whole team — keep it as private as a password, and regenerate it if it's ever exposed.
Share this with anyone joining your team — they enter it at sign-up instead of creating a new team. Only you can see this code; teammates only need it once, at the moment you invite them.
Rerolling invalidates the old code immediately — anyone with the old one won't be able to use it to join.
Tell us what's wrong or what you need help with — this sends straight to a real inbox, not a support ticket queue.
How's it working for you so far? This goes straight to the person building it.
Fields you add here show up on every deal for the whole team — on the Add Deal form, when editing a card, and in the deal's details.
Customize the stages between New and Closed to match your actual process. "Closed Won" and "Closed Lost" always stay fixed at the end — too much of the app (Performance Score, notifications, reports) depends on matching those two exactly.