Settings Page

The Settings Page allows you to invite users, add products, create sales stages, and manage filters, tags, contact labels, distributors, and email integrations. This gives you control over team access, data organization, and CRM customization.

Tailor First Bite to suit your needs using the following tabs located within the Settings page:

Add teammates here by clicking Invite User in the top right corner.

Once a user is added, you’ll need to contact us if at any point the account needs to be edited or deactivated.

Create Products here by clicking Create Product in the top right corner. Learn more about Product creation by going to “How do I create a product?”.

You can edit or delete each product after it’s been created.

LTV values may take up to an hour to update after adding or editing a product.

All default Sales Stages are customizable on this page except “Closed Lost” and “Closed Won” as these items play a role in your forecasting calculations.

Edit or Delete stages by clicking on the icons to the right of each stage.

You can create additional stages by clicking the Create Stage button in the top right corner.

Manage your First Bite filters with this Settings table.

Filters are created at the table they’re meant for, at which point you also have an option to share that filter with your team.

If someone shares a filter with you, it will be visible here along with your own personal filters.

The “Table” column tells you where the filter is applicable.

Filters cannot be edited once created, but you can delete filters you no longer need by using the Delete action icon.

Tags allow you to create custom groupings of your data that are searchable, sortable, and easily filtered. Here you can create tags, customize your tags via editing them, or delete them.

This table is for tag management only. To apply tags to specific items (like Deals or Campaigns) you must be at the table of choice with the desired items selected.

Distributors you add will appear here. While we’re actively working to gather and publish distributor data, it is not yet available on the platform. In the meantime, you can manually add any distributors you encounter through your outreach or existing lists.

If you have a bulk list of distributors you'd like to include, please reach out to the First Bite team—we’d be happy to assist with uploading it.

Contacts can be labeled (similar to tagging) to distinguish, group, or otherwise define your contacts for searching and sorting. Any labels applied to contacts will be visible on this table.

You can create contact labels by going to the top right corner of the screen and clicking Create Contact Label but labels must be applied on the Contacts page.

Action icons allow you to edit or delete any contact labels.

To integrate your email account, add your email address to First Bite using the Add New Email button. If emails are sent to contacts through First Bite, they will be sent “From” this entered email address and any responses will be received in the email inbox you’ve added.

You have the option to share visibility when adding an account.

The Action icons allow you to Resync, Edit, or Delete an email address. If you edit an account, be sure to resync once edits are complete.

Occasionally restaurants and other businesses may mark themselves as temporarily closed. If this happens you can choose whether or not you want to see these businesses showing up in your search results.