Ten tips for your first week

Features most users only discover after months.

1. Search by tag with #. Type # and the name of a tag in the search bar, for example #prospect, and you immediately see all contacts with that tag.
2. Finish emails instead of deleting them. With Finish, the email disappears from your Inbox but stays in the contact's archive.
3. Add an unknown sender in one click. Right-click the email and choose Add contact.
4. See all communication with a company. In a company's archive, tick Show all communication with this company to also see everything from its contact persons.
5. Turn an email into a task. Right-click an email in the Inbox and choose Convert to Task. That way, a customer's request doesn't get buried.
6. Have long emails summarized. The AI sums up the gist of a long email in one line.
7. Schedule an email. Write it now and have it sent later: Sending an email later
8. Filter and edit in one go. Filter your contacts and use bulk actions to edit, export or email them all at once.
9. Work with the Kanban board. Drag tasks from Current tasks to Finished tasks and see at a glance where the team stands.
10. Turn on notifications for new email, so you don't miss anything: User settings