Updates
- Team enhancements
- Team events can be created with the option to generate a Zoom meeting link
- Task automations can be triggered by resources owned by other practitioners
- Access to direct chats with clients can be shared at the team member level. Learn more
- Automations can be shared with team members
- Tasks can be assigned and shared between multiple team members. Learn more
- Resources including services, forms, templates etc., can be easily shared with other account members
- Team owners can configure share settings for resources in the account, directly from the My Team page. Learn more
- Team members can share multiple resources from the page they are created
- Minor fixes and improvements