Contacts (people and users)

Create a profile for people such as clients and contributors to help keep track of your interactions with them. Keep their profiles for the records or invite them and collaborate in real time.

1) Adding people and companies

👉Create a contact (person)
👉Create a company
👉How users join your workspace

2) Manage users in your workspace

👉Invite a user
👉Customising login screen
👉Allow new users to create profile

3) Using as a CRM (Customer relationship management)

👉Using custom fields with contacts
👉Assigning people to a company

Did this answer your question?