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How do I delete my account?
Permanently remove your Coastline account and associated workspace data.
Calendar+1
Microsoft 365 admin: approving Coastline CRM for email and calendar
If users in your organization see a "Need admin approval" screen when connecting their work email or calendar to Coastline CRM, follow these steps to grant consent and unblock them.
Getting started
How do I customize my dashboard?
Add, remove, and rearrange widgets so the dashboard shows what matters to you.
Getting started
How do I invite my team?
Send invites and assign roles from Settings → Team.
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