Collaboration

Using an efficient back office tool is great, but using it collaboratively is even more powerful!

This is why we've laid the foundations of what will grow to be an essential tool of your day-to-day work:

  • Notes - Leave a note and communicate around a specific record.

  • Activity logs - Check all that has been done on a record or by a user

In the next pages, we'll show you how to use these 2 features.

Those features require a Business plan or higher. However, they're free to try in non-production environments.