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Settings Overview

The Settings menu is your central hub for configuring how Votel operates. From contact deduplication rules to phone number management, every platform-wide setting lives here.

Settings Sections​

Settings Sections

Settings is organized into several areas, each covered in detail in its own documentation:

General​

General

Core platform behavior settings including:

  • Deduplication --- rules for preventing duplicate contacts.
  • Lead Scoring --- automated scoring based on engagement events.
  • Deliverability --- email verification, bounce suppression, and SMS validation.

Integrations​

Integrations

Manage connections to external services:

  • Sender Identities --- email addresses and domains used for outbound messaging.
  • Connected Apps --- third-party integrations and API connections.

Phone​

Phone

Phone number setup and compliance:

  • Number Management --- purchase, assign, and configure phone numbers.
  • 10DLC Registration --- brand and campaign registration for SMS compliance in the US.

Custom Contacts​

Custom Contacts

CRM configuration and customization:

  • Custom Contact Layout --- rearrange and configure the fields displayed on contact records.
  • Custom Fields --- create additional data fields to capture information specific to your business.

White Label​

Branding and reselling configuration (for white label users):

  • Branding --- company name, logo, and color themes.
  • Custom Domain --- point your own domain to the platform.
  • SaaS Plans --- pricing tiers for your reselling business.

SaaS Configurator

  • Sub-Accounts --- client account management.

Next Steps​