Multi-tenant workspaces with user invitations and per-user subscription billing. Complete data separation between workspaces.
How activities are logged to contacts and deals through sending emails, automated emails, and manual inbox logging.
Setting up automation sequences, starting them for contacts, and monitoring active enrollments.
Postmark integration, sender verification, and DNS record configuration for optimal email deliverability.
Create contacts, deals, and companies using natural language with AI smart processing.
Understanding pipeline stages and automated email triggers when deals move between stages.