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Mirror your org structure in your CRM
Mirror your org structure in your CRM
Create team hierarchies that match how you operate. Improve focus with clear ownership, scoped visibility, and reporting that rolls up naturally.</p>
Mirror your org structure in your CRM
Mirror your org structure in your CRM
Create team hierarchies that match how you operate. Improve focus with clear ownership, scoped visibility, and reporting that rolls up naturally.</p>
Mirror your org structure in your CRM
Mirror your org structure in your CRM
Create team hierarchies that match how you operate. Improve focus with clear ownership, scoped visibility, and reporting that rolls up naturally.</p>
Design for clarity
Group users into teams and sub-teams that reflect territories and functions. Route records automatically based on rules so work lands with the right people.
Work the way your org works
- Assign default owners by region or segment.
- Filter views and queues by team scope.
- Share assets to teams without overexposure.
Manage at scale
Provision roles and permissions in bulk. Use templates for consistent setup across new teams and markets.
Roll-up visibility
Reporting
See performance by team and up the hierarchy.
Coaching
Spot activity gaps and intervene early.
Capacity
Balance workloads across queues and owners.
Govern without friction
- Limit record access to “teams only.”
- Restrict exports by role and scope.
- Audit changes to team membership.
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