> ## Documentation Index
> Fetch the complete documentation index at: https://docs.quantumheaps.com/llms.txt
> Use this file to discover all available pages before exploring further.
# Account Settings
\*\*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**
1. Click the **Settings** icon in the bottom-left corner
2. 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.