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Company Information

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Company description.

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Create or choose a relationship group.

Add A Relationship Group

Relationship groups are different swim lanes for your contacts.  You may want to have different cadences or outreach for inquiries, as opposed to live customers.  Or maybe you have different newsletter funnels. This is how you'd separate them.  Keep in mind that you can create different stages for each of those swim lanes too, if you want to navigate your contacts through a company workflow.

Add A Relationship Group

Group Information

Fields

Statuses (Add In Order Of Workflow)

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Relationship Groups

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Event Triggers & Webhooks

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Description

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Administrator Accounts

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