Account

Configure your account profile, workspace, and team members from dashboard settings.

Recommended order

Start with the first guide or open the article that matches your current task.

1. Account and workspace settings (4 min read)

   Manage your own settings and distinguish them from shared workspace settings.

2. Manage captured contacts (4 min read)

   Find a contact request, review captured details and track follow-up status in your workspace's Contacts view.

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