People and Companies

Contacts

The ins and outs of everything related to contacts.

Companies

One view of all the people you know at a single organization.

Organizing Contacts

Organize your contacts with Stages, Segments, Next Steps, and Tags.

Tags

Organize contacts across common traits and beyond the client journey.

Audiences

Use audiences to provide focus and target various subsets of all the people you know.

Views

Visualize your people, companies, properties, and deals with different layouts.

Bulk Changes

Apply changes like Stages, Segments, and Tags to many people at once.

Search, Filter, and Sort

Many useful ways to search, filter, and sort for your people, companies, and deals.

Stages

From lead to close, track where they are on the client journey with you.

Segments

Track who the person is to you (e.g. clients, customers, partners, buyers, sellers).

Next Steps

Keep track of what you've done and what you need to get done next.

Exporting

Selectively export people and companies. Create address labels.

Compliance

Respond to compliance requests and use Smart Links to manage consent.

Cloze Score

Details behind the Cloze Relationship Score.

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