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Model Match V3
Take a look at the new Model Match and keep up to date with all that's new
Getting started
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Release Notes
- Release Notes - May 19th, 2026
- Release Notes - May 14th, 2026
- Release Notes - May 12th, 2026
- Release Notes: May 4th, 2026
- Release Notes - April 30th, 2026
- Release Notes - April 28th, 2026
- What shipped this week? - April 20th - 24th
- Release Notes - April 24th, 2026
- Release Notes: April 22nd, 2026
- Release Notes: April Week 1 In Review
- Release Notes: April 6th, 2026
- Release Notes: April 3rd, 2026
- Release Notes: April 2nd, 2026
- Release Notes: April 1st, 2026
- Release Notes: April 21st, 2026
- Release Notes: April 13th
Admins
- Transfer Workspace ownership and how to delete a Workspace
- Security, SSO, and access
- Plans and Billing
- Roles and permissions
- Credits and spending
- Members and invitations
- How to manage user access in your workspace
- How to update your payment method or view invoices in Model Match
- How to add team members to your Model Match account
- Managing Teams on your Workspace
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