Companies & Contacts
- Sending emails
- Sending text (SMS) messages
- Searching in CATS
- Email integration
- Creating a list
- Exporting data
- Custom fields
- Browser extension set-up
- Customize profile field layout and grouping
- Schedule meetings with CATS
- Creating and managing tags
- Tracking consent for GDPR
- Email history
- Publishing a List
- Saved searches
- Email templates
- Using the Utility Panel
- Using tasks