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Create a Password
Create a password to securely store a login for a member or contact in your workspace. Things to Keep in Mind You can create a password for yourself, or for a member or contact in your workspace. The For field is only a label — it doesn't grant that ...
Edit a Password
Update a password's details when a login changes or you need to correct something. Things to Keep in Mind Owners, Managers, and Editors can edit a password. See Roles and Permissions in Passwords. How to Edit a Password Go to More > Passwords from ...
Share a Password
Share a password with specific members or teams so they can use it without you handing over the credential directly. Things to Keep in Mind Only Owners and Managers can share a password or manage who has access to it. You can share with individual ...
Roles and Permissions in Passwords
A password's role determines what a member can do with it once it's shared with them. Roles in Passwords Role What you can do Owner Full control: view, edit, and delete a password. Can grant or revoke access and update roles. Manager View and edit a ...
Delete a Lead
Delete a lead to keep your workspace data clean and remove entries that are no longer relevant. Things to Keep in Mind Only Owners and Managers can delete leads. Deleted leads cannot be recovered. How to Delete a Lead Go to Leads: Navigate to Leads ...