Users Can Now Belong to Multiple Main Teams
Smart CRMProfessionalEnterprisePublic beta
What it is
Users can now be full, equally-functional members of more than one team at once, with equal access to routing and workflows across every team they're assigned to.
Why it matters
This removes a long-standing limitation — previously only one 'main' team gave a user full access, which caused routing confusion and uneven workload distribution. It was a top customer idea with 200+ upvotes.
FAQ
Does this touch my portal?
Only Professional and Enterprise Customer Platform portals.
Was this a requested change?
Yes — it was a top customer idea with 200+ upvotes.
What tier do I need?
Professional or Enterprise Customer Platform.
Produced by Value-First Media