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★Automated notifications for contact creation
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★Configure default document folders, milestones, and activities
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★Configure menus
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★Configure page layouts per profile
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★Configure the Cortellis Connector
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★Create ad-hoc reports from a list
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★Create users and manage their rights, groups & profiles
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★Email Templates
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★Import data with Excel files
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★Manage list values, labels, and help text
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★Manage opportunity portal settings
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★Merge duplicate companies and contacts
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★Replace a user to transfer ownership
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★Reset a user's list views
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★Reviews administration
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★Secondary system administration functions