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Last Updated: September 18, 2026
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Automations live in the Platform section and a simple structure: one trigger, then a series of actions. Triggers cover ... The Overview tab on a household page is customizable. Open Edit Overview Layout from the three dot menu, then drag widgets in ... A quick tour of the Tasks tab in Intake forms let you send a form to a client or prospect and have their answers flow straight back into Prospects sit under Records and behave much the Clients tab. Edit columns, filter by tag or custom field, search, export, and ... Three more record types under Records. Other Contacts holds individuals you want on file who are not clients or prospects, ... Prompts are where you shape how AI sounds and what it focuses on inside Multi-select on the Clients or Prospects list and a bulk action bar appears at the bottom. From there you can change tier, add tags, ...
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