Collaborating as a team in Hubly
6 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.
- 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