PreciseFP

Guide on how to sync and unsync CRM roles with your CRM integration.

Sync and Unsync CRM Roles

Quick guide on how to remove and re-assign service teams.

Remove and Re-Assign Service Team(s)

Administrators can bulk reassign tasks to another user

Bulk Reassign Tasks to Another User

Administrators can replace departing users from the Settings page

Replace Users in Your Hub

Workflows can be configured to control which users can make changes to them

Configure Editors to Specific Workflows in Hubly

Permissions allow firms to restrict who can make major changes.

Control Permissions for Users in Your Hub

Assigning a Task that can be completed by more than one team member to a shared Role can help you ensure that it gets done faster

Leverage Shared Roles To Manage Workloads

User Roles can be configured to help Tasks find their way intelligently to the right team member

Automate Task Routing by Assigning Workflow Tasks to Roles

Service Teams can be set up automatically via two-way sync leveraging every client’s assigned advisor from the CRM

Use The CRM’s Assigned Advisor Field To Get Started With Service Teams In No Time

How to quickly assign tasks and reminders to your team

Passing the Baton

Know what needs your attention and see exactly what your team is working on within the first 5-minutes of your day.

5-Minute Quick Start To Your Day

Collaborating as a team in Hubly

Find answers and get help from Intercom Support and Community Experts

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