Workspace/OverviewConnecting…
Connecting to Harbor…
New record
Create a new contact and keep your relationship moving.
New customer record
Create the organization first, then connect its contacts and activity.
Internal directory
Add a directory record and place the person at the end of the customer booking roster. Harbor will not send an invitation.
Private workspace
Enter your Island Pond Group email and we’ll send you a secure sign-in link. No password is required.
Account security
Use this after your temporary password sign-in. Your new password will be used by Harbor on every device.
Meeting scheduler
Check the selected team member’s Outlook availability, create the calendar event and Zoom meeting, then log the result in Harbor. All times are Central Time.
Relationship history
Capture the next step while it is fresh.
One-to-one email
Review the recipient and message before sending. A new recipient can be saved as a Lead.
Payment request
Create a Stripe Checkout session for a reviewed customer payment request.
New opportunity
Connect the opportunity to its customer and keep the pipeline current.
Email draft
Prepare the audience and message for owner review. Harbor will not send it from this form.