Roles and data visibility
Per module, what a role can see and do. Own only, own and team, or all, for contacts and deals; listings are shared with everyone.
Settings and roles
Set it up once, in an afternoon
Roles with permissions per module, users and teams, deal stages, contact roles, locations, property types, your currency, units and timezone, and your email account.
- Location hierarchy up to four levels
- Custom fields per deal stage and per contact role
- Monthly or yearly plan from Settings
- Your people UsersTeamsRoles
- How you sell Deal stagesContact roles
- Your market LocationsProperty types
- Who sees what Own onlyOwn + teamAll
- Custom fields Per stagePer role
- Your workspace CurrencyUnitsTimezone
Capabilities 
Stages that match how you sell
Reorder, hide or add deal stages, with custom fields per stage.
- Users
- Teams
- Email account
Users, teams and your email
Add users with a password, group them in teams, and connect the email address campaigns send from.
Use cases for Settings and roles
Where this module earns its place in the week.
Less admin. More deals.
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