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

Administrators can bulk reassign tasks to another user

How to quickly assign tasks and reminders to your team

Permissions allow firms to restrict who can make major changes.

Administrators can replace departing users from the Settings page

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

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

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

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

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

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