Snappy Kraken accounts come with default contact groups to help you get started. In addition, we're releasing a brand new reporting feature that will help you track how your contacts move through different stages of your sales process, from initial leads to clients. It gives you visibility into your conversion progress and forecasted assets under management (AUM). These groups will be part of that and will come in handy very soon!

If you have additional questions, please don't hesitate to contact us, and we'll be happy to answer them.