LeadConnector

The Activity tab in the mobile app gives you a quick way to review a contact’s history from your phone. Instead of switching to a desktop browser or searchi...

Contacts automatically receive a notification when a new file is shared with them through the Client Portal. These notifications help contacts find importan...

Scheduled Triggers allow Super Agents to run automatically at a specific time or on a recurring schedule. You can create a one-time schedule, repeat an agen...

CRM Settings Enhanced Document Privacy & Access Controls Securely share files from contact records with configurable link types, expiration dates,...