Admin panel

Create a role, clone one, what the permissions screen actually shows, and two roles built end to end — a salesperson and a supervisor.

Where the team's files live, the Leads, Calls, Templates and Imports folders, who can open them, what happens to a photo, a recording or a template file when the team runs out of space, and how the files travel when you move the team's data.

Pack a team's contacts, conversations, boards, templates and files into one file from Settings, and bring that file into another team — what travels, what does not, and what happens to responsible users and notices.

Add users, contacts served each month or storage to your plan from Add-ons, from the Professional plan up, and what happens when you cancel one.