Contact Tag Management
Previously, selecting or removing a tag applied changes immediately and could unintentionally trigger workflows. You now have more control, allowing you to review and manage tag changes with confidence. Let’s see how it works!
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NOTE: Before using the search bar, tap Home first. This refreshes the feed so you’re searching our entire library of updates.
NOTE: Before using the search bar,
tap Home first. This refreshes the
feed so you’re searching
our entire library of updates.
Previously, selecting or removing a tag applied changes immediately and could unintentionally trigger workflows. You now have more control, allowing you to review and manage tag changes with confidence. Let’s see how it works!
Smart Lists help keep important contacts front and center, making it easy to access information and share focused views with your team. You can now create Smart Lists directly within Companies. Let’s dive in!
We’ve refreshed the Smart Lists layout and icons to improve usability, visual consistency, and performance while better aligning the page with the rest of the platform. Let’s take a closer look!
The Contact Page should give your team quick access to essential customer information without unnecessary clutter or sensitive data. Contact Page Customization now lets you tailor the layout to fit your workflow. Let’s see how it works!
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