Browse featuresDashboard and mobile appDashboard and mobile appFrom saved queries to analysis. Shared actions with feature-specific inputs and evidence.ExplanationVerified Oct 12, 2026Owner Laney Product Task sequences Build charts and dashboards Install the mobile app and check notifications Filter records and save a view Compare shared actions across features in the sequence catalog. Products and options CRM: Included in the base product Applicable preparation Complete only the conditions that apply to your channels and tasks. Organization data access permissions Set organization and data permissions Performance metric definitions Define metrics and comparison periods Request technical support and verify resolutionCheck contracted scope, contact channel, and support hours.Filter records and save a viewFilter records, save the table view, and inspect values in record details.