Account Settings - Quantum Heaps

**Overview:-**Account Settings is where admins configure which fields appear on every account form and detail page, and how accounts move through your pipeline stages.

Where to Find It

Click the Settings icon in the bottom-left corner
Select Account Settings from the sidebar

Two tabs sit across the top: Fields and Stages.

Fields

The Fields tab controls which fields appear on the Add Account form, the account detail page, and filter panels — since account filters are derived from active fields, managing fields here directly affects what’s available to filter by. Default Fields shows your 11 built-in fields, each with two independent toggles:

Toggle	Controls
Active	Whether the field is visible on forms, the detail page, and filters
Required	Whether the field must be filled in before saving an account

Field	Type	Notes
Account Name	Text Field	Active, Required
Account Type	Dropdown	Active, not Required — 8 options configured
Website	URL	Active, not Required
Account Details	Text Area	Active, not Required
Account Phone Number	Phone	Active, not Required
Account Email ID	Email	Active, not Required

Click + Add Field to create a custom field beyond the defaults — you’ll select its section and field type, and can set field-level permissions per role at the same time.

Stages

Use the Stages tab to define and manage the pipeline stages accounts move through. Each stage is assigned a Stage Type — Lead, Qualified, or Archived — which identifies where the account sits in the pipeline:

Click + Add Stage, select a Stage Type, and enter a Stage Name
Reorder stages using the drag handle on the left of each row
Use Guided Mode to enable a step-by-step stage progression experience for users
Click the 3-dot menu on any stage to edit or delete it

These stages appear in the Account Stage dropdown when creating or editing an account, and as filter values on the Accounts list.

​Where to Find It

​Fields

​Stages

Where to Find It

Fields

Stages