TasksAssign one to a team and every member has it. Workflows create them for you.
Every team works the same customer.
Sales closes the deal, a workflow gives Onboarding its tasks, and Support picks up the next email. Each team gets what's theirs.
Give work to the team, not just one person.
How teams share work →ConversationsEmail, calls, texts and chat go to the team, split the way you choose.
On callLayer shifts, add cover, and see any hour nobody has.
- Acme WorkspaceEveryone
- Revenue SectionInherits
- Pipeline Page+1 added
- Commissions PageRestricted · 2
- Support SectionInherits
- Help center PageInherits
Revenue
Pipeline
Commissions
Support
Help center
Grant it high. Everything under it follows.
- Inherits
- Nothing set here, so new pages open to the same people.
- +1 added
- One person added on top of what flows down.
- Restricted · 2
- The flow stops. Two people, plus admins, see it. For everyone else it's gone, not greyed out.
A grant lower down can only raise someone.
How inheritance works →Pick how far someone goes.
No roles to design first. Set a level for a person or a team, on the thing itself.
Set it onWorkspaceSectionPageObjectRecordDomainMailbox or line
What each level allows →Everyone's in from day one.
A new workspace gives everyone Edit, and everything inherits it. Restrict something the day you need to.
Plans from $39 a seat a month, billed annually. See pricing