Feature release
December 12, 2024

Roles and permissions are here

Unlock productivity with privacy upgrades

Do you work as a team to close deals? Want to increase speed without risking privacy?


Now you can collaborate smoothly while staying in control! 🏎️ 🏁

Unlock productivity with privacy upgrades:


▪️ Permission - Give access to groups and choose who can edit versus view

▪️ Interactions sharing - Distribute client insights and interactions history across your team with the right level of control


▪️ Workspace management - Onboard team members as admins or members to protect sensitive information as needed

Close faster without sacrificing your peace of mind. 🔒

Sign in to try it