Salesmachine Help Center
Go to Successeve
All Collections
Work as a team

Work as a team

Guides to define team assignment, roles & permissions

3 articles
E
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.
E
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
Salesmachine Help Center
  • API Docs
  • Facebook
  • Twitter
  • LinkedIn
Intercom logoWe run on Intercom