Import with a clear preview
Bring CSV or Excel files, or a supported public file link. Map names, phone numbers, emails, addresses and notes, then review duplicates and rejected rows before importing.
Relationships
Know the person behind the next step.
Keep new prospects in lead lists and your ongoing relationships in Contacts. Contact details, notes and activity stay together, so the next conversation starts with context.
Leads and contacts
Built into your everyday work.
Keep the right details
Store multiple phone numbers, email addresses and postal addresses. Search across contact values and keep primary details ready for the next call or email.
Make the relationship explicit
Use lead statuses to organize prospecting. Move a lead to Contacts when you are ready; notes and history come with them. An Opportunity status alone never creates a Contact or deal.
Give every record an assignee
Admins manage assignments across the agency. Agents work with assigned leads and Contacts, while personal mailboxes stay private.
A closer look
What you can do.
- Separate lead lists and Contact views, with search and filters
- Notes and chronological activity for calls, linked emails, tasks and appointments
- Contact types, tags, files, eSign requests, deals and related properties
- Archive and restore workflows that preserve the record’s context