SalesView
Dashboard
Campaigns
Products
Leads
Messages
Settings
AI Assistant
Account
Profile & Security
Subscription
Customisation
Lead Status Labels
AI & Automation
Notifications
3
Connections
WhatsApp & Bot
Integrations
Workspace
Team & Access
Working Hours
Appearance
Data & Privacy
Profile & Security
Manage your personal information, password, and account security
Personal Information
Profile Photo
JPG, PNG up to 5MB
DK
Upload photo
Remove photo
Full Name
Email Address
Phone / WA Number
Used for notifications
Company / Agency
Role / Title
Change Password
Current Password
New Password
Minimum 8 characters
Confirm Password
Update Password
Two-Factor Authentication
Not enabled
Your account does not have 2FA enabled. We strongly recommend enabling it to protect your leads and client data.
Setup authenticator app
Scan the QR code with Google Authenticator, Authy, or any TOTP app, then enter the 6-digit code below to confirm.
Enable 2FA
Active Sessions
Chrome on MacBook Pro
Jakarta, Indonesia · Current session
Current
Safari on iPhone 15
Jakarta, Indonesia · 2 hours ago
Revoke
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Save Changes
Lead Status Labels
Define your own pipeline stages. Changes apply immediately across all leads, campaigns, and reports.
You can use abbreviations like
SVS
(Site Visit Scheduled),
SVD
(Site Visit Done), or any labels that match your sales process. Drag to reorder stages.
Pipeline Stages
Add Stage
Color
Abbrev.
Stage Name
Description
Preview
Reset to Defaults
Save Labels
AI & Automation
Configure your AI Sales Assistant, newsletter, and automated follow-up settings
AI Sales Assistant
Enable AI Assistant
Provides smart suggestions, objection scripts, and pipeline insights
Enabled
Response Tone
How the AI writes follow-up suggestions
Professional
Friendly & Warm
Casual
Formal Indonesian
AI Language
Bahasa Indonesia
English
Mixed (ID + EN)
Lead Scoring
Auto-calculate heat score based on activity
Smart Objection Scripts
Suggest responses based on logged objections
Sales Dashboard Newsletter
Newsletter Frequency
Receive a summary of your pipeline performance
Daily
Every morning at your set time
Weekly
Every Monday morning with full week summary
Off
No automatic newsletter
Delivery Time
Delivery Channel
Email
WhatsApp
Push Notification
Auto Follow-up
Follow-up Reminders
Alert when a lead has had no contact
Remind After
Days since last contact before alert fires
1 day
2 days
3 days
5 days
7 days
Auto-suggest Template
Suggest best template when reminder fires
Cancel
Save Changes
Notifications & Alerts
Choose which events notify you, and how
Event Notifications
Cancel
Save
WhatsApp & Bot
Connect your WA Business number and configure the qualification bot
Connected Number
Connected
WA Business Number
Re-auth
Display Name
Shown in WA Business profile
Bot Configuration
Bot Globally Active
Turn off to handle all leads manually
Bot Language
Bahasa Indonesia
English
Mixed
Auto-reply Delay
Simulates natural typing delay
Instant
1–3 seconds
5–10 seconds
Opening Script
First message sent by the bot
Halo! 👋 Terima kasih sudah menghubungi kami. Saya asisten virtual kami yang akan membantu kualifikasi kebutuhan Anda. Boleh saya tahu nama dan kebutuhan Anda?
Handoff Message
Sent when passing lead to agent
Terima kasih [nama]! Saya sambungkan Anda dengan konsultan kami yang akan bantu lebih lanjut. Mohon tunggu sebentar ya 🙏
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Save Changes
Team & Access
Manage team members, roles, and permissions
Team Members
Invite Member
Invite by email
Agent
Admin
Viewer
Send Invite
Role Permissions
Permission
Admin
Agent
Viewer
Working Hours
Set your active hours so follow-up reminders, bot handoffs, and newsletters respect your schedule
Weekly Schedule
Timezone
Asia/Jakarta (WIB, UTC+7)
Asia/Makassar (WITA, UTC+8)
Asia/Jayapura (WIT, UTC+9)
Out of Office
Enable OOO
Bot handles all leads, no agent reminders
OOO Period
to
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Save
Subscription & Billing
Manage your plan, usage, payment method, and invoices
Current Plan
SalesView
Professional
Rp 299K
/month
Renews on
June 15, 2026
· Annual plan (save 20%)
Upgrade to Business
Manage Plan
Usage This Month
Payment Method
Add Method
Visa ending in 4242
Expires 08/2027 · Default
Remove
Invoice History
Integrations
Connect SalesView to your favourite tools
Appearance & Preferences
Personalise how SalesView looks and behaves for you
Theme
Light
Dark
System
Regional Preferences
Language
Bahasa Indonesia
English
Currency
IDR — Rupiah (Rp)
USD — Dollar ($)
Date Format
DD MMM YYYY (16 May 2026)
MM/DD/YYYY
YYYY-MM-DD
Default Dashboard View
Action Queue first
Analytics overview first
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Save
Data & Privacy
Export your data, manage storage, and control account deletion
Export Data
Leads
All leads with activity logs
Export CSV
Campaigns
All campaign data and metrics
Export CSV
Full Account Backup
All data as JSON archive
Download Backup
Import Data
Import Leads
CSV with name, phone, product columns
Import CSV
Danger Zone
Archive all leads
Move all leads to archive. Recoverable.
Archive All
Delete all campaign data
Permanently delete campaign history. Cannot be undone.
Delete Campaigns
Delete account
Permanently delete your SalesView account and all data.
Delete Account