---
title: Settings | Help Center
description: Managing Settings
---

[Skip to content](https://help.vintory.com/settings#main-content)

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1. [Help Center](https://help.vintory.com/)
2. [Settings](https://help.vintory.com/settings)

# Settings

 Managing Settings

- [Task Notifications](https://help.vintory.com/task-notifications)
- [Conversation AI - Explained](https://help.vintory.com/conversation-ai)
- [Conversation AI - Bot Training](https://help.vintory.com/conversation-ai-bot-training)
- [Number Intelligence: Detect spam calls and look up unknown caller name](https://help.vintory.com/number-intelligence)
- [Call Scripts](https://help.vintory.com/call-scripts)
- [Collective Booking Calendar](https://help.vintory.com/collective-booking-calendar)

See less ▼

## Business Profile

- [Completing the Business Profile.](https://help.vintory.com/completing-the-business-profile)
- [Creating and Converting Company Voicemail](https://help.vintory.com/creating-and-converting-a-voicemail)
- [A2P Registration & Takeaways](https://help.vintory.com/how-to-register-for-a2p-10-dlc)
- [How to Set Up Unsubscribe Links for Transaction Email](https://help.vintory.com/how-to-set-up-unsubscribe-links-for-lc-email)

## Company Billing

- [Viewing Past Invoices and Update Credit Card](https://help.vintory.com/viewing-past-invoices-and-update-credit-card)

## Individual User Profile

- [Resetting or Updating Passwords](https://help.vintory.com/resetting-or-updating-passwords)
- [Editing My Profile](https://help.vintory.com/editing-my-profile)
- [Customizing in-App Notifications](https://help.vintory.com/customizing-in-app-notifications)

## Email

- [Outlook Email 2-way Sync](https://help.vintory.com/outlook-email-2-way-sync)
- [Gmail Email 2-way Sync](https://help.vintory.com/gmail-email-2-way-sync)
- [Disconnecting Email Two Way Sync](https://help.vintory.com/disconnecting-email-two-way-sync)

## My Staff

- [Adding Users](https://help.vintory.com/adding-users)
- [Editing/Removing Users](https://help.vintory.com/editing/removing-users)
- [Admin Vs. User Permissions](https://help.vintory.com/admin-vs.-user-permissions)

## Pipeline

- [Pipeline Permissions](https://help.vintory.com/pipeline-permissions)
- [Managing Pipelines & Stages](https://help.vintory.com/managing-pipelines)

## Custom Fields

- [Custom Fields](https://help.vintory.com/what-are-custom-fields)
- [Creating a New Custom Field](https://help.vintory.com/creating-a-new-custom-field)
- [Create Custom Folders](https://help.vintory.com/custom-folders)
- [Organizing Custom Fields into Folders](https://help.vintory.com/organizing-fields-into-folders)
- [Editing Custom Fields](https://help.vintory.com/how-to-edit-custom-fields)
- [Searchable Fields](https://help.vintory.com/searchable-fields)

See less ▼

## Custom Values

- [What are Custom Values](https://help.vintory.com/what-are-custom-values)

## Domain

- [Updating CNAME Records](https://help.vintory.com/making-your-landing-page-live)

## Media

- [Upload Files to the Media Storage](https://help.vintory.com/upload-files-to-the-media-library)

## Integrations

- [Integration Options](https://help.vintory.com/integration-options)
- [Zoom Integration](https://help.vintory.com/zoom-integration)
- [Google Meet](https://help.vintory.com/google-meet)
- [Workflow Slack Premium Action](https://help.vintory.com/slack-integration)

## Tags

- [What are Tags](https://help.vintory.com/what-are-tags)
- [Adding a Tag to Contacts](https://help.vintory.com/adding-a-tag-to-contacts)
- [Creating New Tags](https://help.vintory.com/creating-new-tags)
- [Deleting Tags](https://help.vintory.com/deleting-tags)

## Phone Numbers

- [Default Missed Call Text Back](https://help.vintory.com/missed-call-text-back)

## Calendars

- [Group Calendars](https://help.vintory.com/group-calendars)

- [Sales Training & Education](https://help.vintory.com/sales-training-education#main-content)

    - [Success Hub](https://help.vintory.com/sales-training-education#success-hub)
    - [Sales Training](https://help.vintory.com/sales-training-education#sales-training)
    - [Cold Calling](https://help.vintory.com/sales-training-education#cold-calling)
    - [Reminders](https://help.vintory.com/sales-training-education#reminders)
- [Settings](https://help.vintory.com/settings#main-content)

    - [Business Profile](https://help.vintory.com/settings#business-profile)
    - [Company Billing](https://help.vintory.com/settings#company-billing)
    - [Individual User Profile](https://help.vintory.com/settings#individual-user-profile)
    - [Email](https://help.vintory.com/settings#email)
    - [My Staff](https://help.vintory.com/settings#my-staff)
    - [Pipeline](https://help.vintory.com/settings#pipeline)
    - [Custom Fields](https://help.vintory.com/settings#custom-fields)
    - [Custom Values](https://help.vintory.com/settings#custom-values)
    - [Domain](https://help.vintory.com/settings#domain)
    - [Media](https://help.vintory.com/settings#media)
    - [Integrations](https://help.vintory.com/settings#integrations)
    - [Tags](https://help.vintory.com/settings#tags)
    - [Phone Numbers](https://help.vintory.com/settings#phone-numbers)
    - [Calendars](https://help.vintory.com/settings#calendars)
- [Dashboard](https://help.vintory.com/dashboard)
- [Conversations](https://help.vintory.com/conversations#main-content)

    - [Manual Actions](https://help.vintory.com/conversations#manual-actions)
- [Calendars](https://help.vintory.com/calendars#main-content)

    - [Troubleshooting](https://help.vintory.com/calendars#troubleshooting)
- [Contacts](https://help.vintory.com/contacts#main-content)

    - [SMS & Email](https://help.vintory.com/contacts#sms-email)
    - [Smart List](https://help.vintory.com/contacts#smart-list)
    - [Tasks](https://help.vintory.com/contacts#tasks)
    - [Company](https://help.vintory.com/contacts#company)
    - [Troubleshooting](https://help.vintory.com/contacts#troubleshooting)
- [Opportunities](https://help.vintory.com/opportunities)
- [Owner Contracts](https://help.vintory.com/owner-contracts)
- [Phone](https://help.vintory.com/phone#main-content)

    - [Phone Number Settings](https://help.vintory.com/phone#phone-number-settings)
    - [Troubleshooting](https://help.vintory.com/phone#troubleshooting)
- [Mobile App](https://help.vintory.com/mobile-app)
- [Marketing](https://help.vintory.com/marketing#main-content)

    - [Emails](https://help.vintory.com/marketing#emails)
    - [Templates (Snippets)](https://help.vintory.com/marketing#templates-snippets)
    - [Trigger Links](https://help.vintory.com/marketing#trigger-links)
- [Automation](https://help.vintory.com/automation#main-content)

    - [Troubleshooting](https://help.vintory.com/automation#troubleshooting)
- [Owner Onboarding & Retention Workflows](https://help.vintory.com/owner-onboarding-retention-workflows#main-content)

    - [Owner Onboarding](https://help.vintory.com/owner-onboarding-retention-workflows#owner-onboarding)
    - [Owner Retention](https://help.vintory.com/owner-onboarding-retention-workflows#owner-retention)
- [Sites](https://help.vintory.com/sites#main-content)

    - [Funnels](https://help.vintory.com/sites#funnels)
    - [Forms](https://help.vintory.com/sites#forms)
    - [Blogs](https://help.vintory.com/sites#blogs)
    - [Surveys](https://help.vintory.com/sites#surveys)
    - [Chat Widget](https://help.vintory.com/sites#chat-widget)
- [Design Studio](https://help.vintory.com/design-studio)
- [Data](https://help.vintory.com/data#main-content)

    - [Asset Management](https://help.vintory.com/data#asset-management)
- [Cold Email Reporting](https://help.vintory.com/cold-email-reporting)
- [Sales Tools](https://help.vintory.com/sales-tools#main-content)

    - [ROI Calculator](https://help.vintory.com/sales-tools#roi-calculator)
    - [Pro Formas](https://help.vintory.com/sales-tools#pro-formas)
    - [Agent Outreach](https://help.vintory.com/sales-tools#agent-outreach)
    - [Realtor Package](https://help.vintory.com/sales-tools#realtor-package)
- [Troubleshooting](https://help.vintory.com/troubleshooting)
- [Support](https://help.vintory.com/support)

# Vintory

[Help Center](https://help.vintory.com)

Copyright © 2025, Vintory