Collaborating as a team in Hubly
8 articles
Sync and Unsync CRM RolesGuide on how to sync and unsync CRM roles with your CRM integration.
Remove and Re-Assign Service Team(s)Quick guide on how to remove and re-assign service teams.
Replace Users in Your HubAdministrators can replace departing users from the Settings page
Configure Editors to Specific Workflows in HublyWorkflows can be configured to control which users can make changes to them
Control Permissions for Users in Your HubPermissions allow firms to restrict who can make major changes.
Automate Task Routing by Assigning Workflow Tasks to RolesUser Roles can be configured to help Tasks find their way intelligently to the right team member
Use The CRM’s Assigned Advisor Field To Get Started With Service Teams In No TimeService Teams can be set up automatically via two-way sync leveraging every client’s assigned advisor from the CRM
5-Minute Quick Start To Your DayKnow what needs your attention and see exactly what your team is working on within the first 5-minutes of your day.