Setup

Tags Overview

Similar to Categories, Tags are a customizable way to sort your contacts.

Boards

Track client journeys and pipeline steps with customizable boards.

Sources Overview

Sources are the place we indicate where you originally found a contact.Assign each contact with a source to help you search and bring up all

Categories Overview

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

Category 2 Overview

Similar to Tags and Categories, Category 2 is the customizable way to sort your contacts.