Securely manage team permissions
Comfortably control who has access to what sets of data by grouping records into Teams. Then grant complete or partial permission to individual users. Tap Settings > Manage team permissions, to get started.
Automatically personalize email and text message templates
Merge record data into your shared message templates, automatically tailoring the message for the recipient.
Tap Settings > Shared message templates, to get started. As you compose each template, tap the insert icon (top-right) to start adding in contact fields. When you’re ready to send a template, simply open a Contact record > tap the email or text icon on any mobile phone number > select a template > send.
Pre-set selection options for how two records relate, standardizing how relationships are defined amongst your team. Tap Settings > Customize relationships.
Build shared lists
Save important lists for quick access, and share universal lists with the team.
Refine list columns
Customize which field columns to display in the Lists view on desktop, by scrolling horizontally to the last column > click the column icon (top-right) > select the columns to display. Column width can also be refined, simply click-and-hold a column header > drag to adjust.
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