Before setting up outgoing integrations, navigate to General Settings (cog icon in the menu).GeneralUnder General, you can configure essential options:Default Currency
For European users, the default currency is set to Euro.
If you have leads in other regions, adjust the default currency accordingly.
You can override the default currency through your incoming integration, such as Google Tag Manager, API, or manual upload.
Qualified Lead Settings
Enable this setting if you want to add more detail to your qualification, instead of just Won or Lost. This enables the Qualified option in your Open Leads tab.
Give the Qualified Lead setting a name. This name must match your conversion name in an ad platform (e.g., Google Ads).
Conversion NamesUnder Conversion Names, you will find the following options:
Set up your Conversion Names. Ensure these names match the ones used in your ad platform (e.g., Google Ads).