The Profiles page
Learn how you can use the Profiles page to see product applications - and how to use filtering, sorting, and create a queue of applications to work through.
Configure and use custom fields
Learn what custom fields are, how to get them set up, and how you can see and edit them.
Work with profile Files
Learn how you can see and share any file or document used to onboard or monitor a profile.
Add notes and files to profile Conversations
Learn how to use the Conversations section to leave messages and upload files.