7. Get Out of the Middle of Everything
The team knows what to do next without every decision routing through the owner.
5 articles
- 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.