How to create, edit and organize Custom Fields
Todd Heitner Published on: 20/06/2025
In this tutorial you will learn how to create new custom fields, edit existing ones and organize your folders of custom fields.
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Todd Heitner 
How to Use the Pipeline Feature (Opportunities)
Todd Heitner Published on: 27/05/2025
In this post we'll show how to use the Pipeline feature to manage potential and existing investors and property deals.
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How to Create and Use Smart Lists
Todd Heitner Published on: 11/04/2025
This tutorial will cover the basics of creating and using smart lists to effectively organize your contacts.
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Managing Contacts: Bulk Actions and Filtering
Todd Heitner Published on: 31/03/2025
This tutorial will teach you how to manage and filter your contacts page.
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