Boards
Track client journeys and pipeline steps with customizable boards.
Setup
Custom Fields Overview
Custom Fields is a powerful way to track your customers.
How to Add a Contact
Add contacts to the database.
Customize the Dashboard
Create a Dashboard that tracks the things most important to your business.
Navigating the System
Learn the different ways to navigate the system.
Categories Overview
Similar to Category 2 and Tags, Categories is a customizable way to segment your contacts.
Import Your Contacts
Importing contacts from another system.
Category 2 Overview
Similar to Tags and Categories, Category 2 is the customizable way to sort your contacts.
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
Tags Overview
Similar to Categories, Tags are a customizable way to sort your contacts.
Mobile App
Use your iPhone or Android.
