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Work as a team
Work as a team
Guides to define team assignment, roles & permissions
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3 articles in this collection
Written by
Emma Barry
Define assignment rules to set the right owners automatically
Learn how to create assignment rules based on customers data and behavior using playbooks.
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Written by
Emma Barry
Updated over a week ago
How to manage your portfolios
Learn how to define the account's (or contact's) owner.
E
Written by
Emma Barry
Updated over a week ago
Assign customers to teammates manually
E
Written by
Emma Barry
Updated over a week ago
