Easily complete, delete, reassign, and prioritize multiple tasks on your To-Do list with bulk actions.

Opt in contacts that have already given you permission to send email.

Use Categories and Tags to easily filter and segment your contacts.

Change the columns you see in your Contact List.

Learn how sharing groups work.

The Account Owner can re-assign contacts from one Team Member to another. Here’s how.

Learn how to assign and delegate tasks to anyone in your shared database group.

How to remove someone from your Team.

Learn how to add a Team Members.

Manage your business anytime, anywhere.

Create custom labels to further organize your contacts beyond the standard Categories.

Similar to Category 2 and Tags, Categories is a customizable way to segment your contacts.

Organize and store additional information specific to your needs or business processes.

Use sources to track where your contacts came from.

Organize your contacts with Tags.

Track client journeys and pipeline steps with customizable Boards.

Quickly find library items with the help of Folders.

Grant or deny access for a Team Member to any part of the system.

Learn how to share email and letter templates across the team.

Start here to learn about how you can use the Team functionality.