LeadConnector

The Activity tab in the mobile app gives you a quick way to review a contact’s history from your phone. Instead of switching to a desktop browser or searchi...

Contacts automatically receive a notification when a new file is shared with them through the Client Portal. These notifications help contacts find importan...

Scheduled Triggers allow Super Agents to run automatically at a specific time or on a recurring schedule. You can create a one-time schedule, repeat an agen...

CRM Settings Enhanced Document Privacy & Access Controls Securely share files from contact records with configurable link types, expiration dates,...

Contacts • Labs Organize and Personalize Tags with Categories and Colors Build a cleaner contact-tag system by grouping related tags into categories an...

Contacts • Email Addresses • Contact Management Manage Multiple Email Addresses for Contacts The platform lets you store multiple email addresses on a ...

The Branded App has been redesigned to give members a faster, more connected mobile experience. Members can now join Live Sessions & Rooms directly from...

This article will show you how to quickly apply tags to multiple contacts using "Add Tags" feature. Whether you’re organizing leads by lifecycle s...

Verify email addresses during the Contact Import process to help identify invalid addresses before using them for email communication. This feature lets you...