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Audience: Customer

Module: Team & HR

Time to read: 4 minutes

Applies to: All plans

Quick answer

Team & HR ensures the right people are accountable for work, revenue, and financial decisions.

Team & HR → Projects

Assigns task and project ownership.

Team & HR → CRM

Defines who owns leads and deals.

Team & HR → Finance

Controls access to sensitive financial information.

Best practice

People structure underpins system reliability.

Related articles

• How do Projects assign responsibility?

• How does Finance control access?

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