video1.0<iframe src="https://www.loom.com/embed/d964b8f329a24c0ba3621ee3f2d3f645" frameborder="0" width="1280" height="960" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>9601280Loomhttps://www.loom.com9601280https://cdn.loom.com/sessions/thumbnails/d964b8f329a24c0ba3621ee3f2d3f645-e485979c9ebde8ef.jpg366.495Know your system This walkthrough covers the Settings section and the behind the scenes controls that drive your entire account. It includes your business profile, personal profile, billing, team member management, and phone and email services. The most important stop is Custom Values, where you control what populates on your contracts and paperwork and where you turn on and name your AI lead manager. It also covers tags and why they matter. Tags control your automations so existing tags should never be deleted.