Home C11 - Billing & Account 11.4 Account settings

11.4 Account settings

Last updated on Nov 13, 2026

Where

13 settings personal

Sign in at https://persistiq.com/app and open Settings in the top navigation.

The checklist

  1. Mailbox — every sender connected, with signature, opt-out statement, and Daily Sending Limit set. This is the highest-impact screen in the app.
  2. Integrations — CRM connections (Salesforce, Copper, Pipedrive), webhooks, and your API key. Confirm only expected integrations are connected.
  3. Users — seats match reality; departed teammates removed.
  4. Billing — plan and seats match the team.
  5. Opt-out / sending defaults — confirm account-level sending behavior matches your policy.

When to revisit

  • Someone joins or leaves the team.
  • You add a new sending domain or mailbox.
  • Quarterly — integration rot is real; dead webhooks and stale CRM connections accumulate silently.