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 My subscription, from the Professional plan up, and what happens when you cancel one.