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