What’s on a Profile Page?
Each profile is packed with powerful features to help you stay organized, informed, and ready for action:- Activity Feed
- Filter by Category: See calls, emails, meetings, and more.
- Add Activities: Log calls, meetings, notes, and files right from the profile.
- Talk-to-Text: Hands full? Dictate your notes and let your voice do the typing.
- Collaborate: Tag teammates, leave comments, and keep everyone informed.
- Details
- All the Information, All in One Place: View deal values, custom fields, contact information, and more.
- Files at Your Fingertips: Quickly access any files linked to the record.
- Agenda
- Stay on Track: View upcoming tasks and outstanding to-dos for each record—no more missed follow-ups!
- Geolocation & Mapping
- Plan Your Route: Instantly see where your prospect is located. Use your device’s default maps or the built-in Nearby feature to map out your day.
Made a change on mobile? It syncs to the desktop. Update on desktop? It appears on mobile. Wherever you work, your data stays up-to-date—no manual updates needed.