01
Find and manage contact records in one view.
Search, filter, sort by newest, and choose which fields appear in the contacts workspace.
MANAGE
Know the person behind every opportunity.
Profiles, segments, tags, product access, appointments, opportunities, and tasks—kept together so the next action is obvious.
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WHAT YOU CAN DO
01
Keep profiles, contact details, tags, and customer history together.
02
Search and filter the contacts list before the next conversation or follow-up.
03
Add personal, phone, email, and business information without leaving the workspace.
CONTACTS WORKSPACE CATALOG
From the contact list to a personal conversation.
Review the contact list, add or update a record, then open a conversation from the saved profile.
02
Add a contact with personal and business details.
Capture names, email, phone, and business information, then save the record or save and add another.
03
Review a contact before starting a conversation.
Check personal, email, phone, and business details, then open the conversation from the record.
THE NEXT MOVE
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