What can team members see and do in the CRM?

In a team workspace, everyone works in the workspace owner’s CRM, and each team member sees the part tied to their work. This table shows who can do what in People.

Action	Workspace owner	Team member
See people and inquiries	Everyone	People and inquiries tied to their Hubs or assigned to them
Add a person	Yes	Yes, to a Hub they can edit
Change a person’s name and company	Yes	Yes
Change a person’s email and phone	Yes	No
Merge duplicate people	Yes	No
Add an inquiry	Yes	Yes, for a person they can see. It’s assigned to them
Move an inquiry to another stage, or mark it booked	Yes	Yes, on inquiries they can see
Link an inquiry to a Hub	Yes	Yes, to a Hub they’re a member of
Accept or dismiss brief suggestions	Yes	Yes, on inquiries they can see
Manage stages	Yes	No
Assign an inquiry to someone	Yes	No. They see who it’s assigned to

Assign an inquiry

1. Open the inquiry. Open People from the rail, select Pipeline, and open the inquiry.
2. Choose who handles it. Under Assigned to, choose a team member, or Unassigned.

Assigned to appears once your workspace has a team member.

Plans

The CRM uses the workspace owner’s plan, so it works for the whole team when the owner is on the Core plan or the Growth plan. See What is included in each plan?

Team members work with invoices the same way. See What can team members do with invoices?