CRM

All things Model Match CRM

• Filtering records
• Attribute templates
• Statuses, tags, and custom fields
• Click-to-call, transcripts, and AI call analysis
• Scheduling meetings with calendar invites
• Tasks and the Tasks page
• Notes, mentions, and the activity timeline
• A tour of the record profile
• Adding records to your CRM
• Who can see what: privacy and sharing
• Creating and organizing lists
• Understanding Model Match's CRM Data Model
• How to create custom statuses, tags, and fields
• How to create a List
• Linked vs. manual records
• Sending email from a record
• Saved Views