Paste either a JSON array of contact objects or raw CSV with a header row. Records with an existing id are replaced; the rest are appended. Each needs at least a name.
Compose email
Team members
Set each person's access level. New users register at the sign-in screen as viewers; promote them here. admin manages users and data, editor writes pipeline, activities, tasks, tags, and templates, viewer is read-only.
Team activity
The latest notes, calls, emails, and meetings logged across the book.
Email templates
Use {{first_name}}, {{name}}, {{firm}}, {{segment}}, {{city}}, {{title}} as merge fields.