Clients and catalog
What this section covers
Everything that feeds the agents and the sales team: who you sell to (Clients), what you sell (Catalog) and who you sell with (Distributors), and how to load that data in bulk.
In this section
Contacts
Views, filters, 360 profile and bulk actions.
Companies
Business accounts and their employees.
Tags
Mark contacts and companies.
Segments
Rule-based groupings.
Lists
Manual groupings, by source.
AI classification
What the AI fills in on each profile.
Distributors
The partner network.
Imports
Load and update in bulk.
Catalog
Products, services and projects.