Group 65Go to Salesmachine
All Collections
Work as a team

Work as a team

Guides to define team assignment, roles & permissions

Florent Quinti avatar
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.
Florent Quinti avatar
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.
Florent Quinti avatar
Written by Florent Quinti
Updated over a week ago

Assign customers to teammates manually

Florent Quinti avatar
Written by Florent Quinti
Updated over a week ago