New Feature

Required Plan: Everyone

<p><strong><u>Update:</u></strong> CRM User management has moved to the Connections page!</p><ul><li><p class="text-node">Previously managed in the Users tab which could get confusing</p></li><li><p class="text-node">Now you can manage your provider users in their respective sections of the connections page which makes more sense</p></li><li><p class="text-node">No real change to the actual operation, just a location shift</p></li></ul><div class="iframe-wrapper"><iframe src="https://www.loom.com/embed/d477c94f6e144efb852fb5c565d999f9" frameborder="0" allowfullscreen="true" class="w-full shadow aspect-video rounded-xl" data-loom-video=""></iframe></div><p></p>

New Feature: CRM User Management lives in Connections

Help Center

Improved Feature

Action Plan + Tasks

Updates

Processes

Analytics

Packages

Partner

Bases, Cards, & Guides

Required Plan: Starter

Required Plan: Scale

Required Plan: Pro

Required Plan: Partner

Required Plan: Partner (WL) Standard

Required Plan: Partner (WL) Advanced

Bug Fix

Content

supered

In Review

Planned

In Progress

Completed

Rejected

High Priority

Low Priority

Main Roadmap

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Supered

New Feature: CRM User Management lives in Connections