Work as a team

Guides to define team assignment, roles & permissions

3 articles in this collection
Written by Florent Quinti

Define assignment rules to set the right owners automatically

Learn how to create assignment rules based on customers data and behavior using playbooks.

Written by Florent Quinti
Updated over a week ago

How to manage your portfolios

Learn how to define the account's (or contact's) owner.

Written by Florent Quinti
Updated over a week ago

Assign customers to teammates manually

Written by Florent Quinti
Updated over a week ago