Your own fields

Under CRM, Settings, Your own fields a manager can add fields to contacts, deals and companies: text, number, date, a pick-list or yes/no. They appear on the record's page, in the list filters, and in exports.

Filters and saved views

The Contacts and Deals lists can be filtered by owner, status or stage, source, company, tag and your own fields. When a filter is on, Save this view keeps it under a name. Managers can share a view with the team.

Change many at once

Select rows with the circle at the start of each row. A bar appears where you can set a status, hand them to someone, add a tag or delete them.