7. Get Out of the Middle of Everything
The team knows what to do next without every decision routing through the owner.
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Assign and Track Work with TasksAssign tasks to team members so work is clear, visible, and does not depend on memory or constant follow-up.
Use Workflows to Move Work Between PeopleUse workflows to automatically assign responsibility, create tasks, and move work between team members without manual coordination.
Manage Conversations as a TeamUse the unified inbox to manage all customer communication in one place so your team can respond clearly without overlap or missed messages.
Use Client Portal for Shared AccessSet up the Client Portal so clients can access documents, invoices, courses, communities, and other enabled services in one secure place.
Track Work Across TeamsUse contacts and pipelines to see where work stands across your team without chasing updates from every person.