Templates
Templates pre-fill forms with standardized values so your team stays consistent.- Task templates — reusable task definitions with titles, descriptions, assignees, deadlines, priorities, labels, and attachments. Available on both company and book tabs.
- Note templates — standardized note formats with rich text content. Available on both company and book tabs.
- Email templates — pre-written emails with subject lines, body content, and attachments. Available on both company and book tabs.
Pipelines
Pipelines define the stages that opportunities move through. Create pipelines scoped to prospects, clients, or both, and customize stage names, colors, probabilities, and auto-advance behavior. Available on both company and book tabs.Custom fields
Custom fields let you track data unique to your practice on households, people, businesses, and opportunities. Choose from text, number, date, yes/no, single select, relationships, and more. Available on the company tab only.Labels
Labels are color-coded categories you can apply to records for organization and filtering. Available on the company tab only.- Task labels — categorize tasks
- Note labels — categorize notes
- Opportunity labels — categorize opportunities
Tags
Tags help you group and filter records. Available on the company tab only.- Household tags — group households for filtering and reporting
- Business tags — group businesses for filtering and reporting
Only admins can manage items on the company tab. Any user can manage book-specific templates and pipelines.