How does the Directory of People and Organizations work in Hub?
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You can find everybody and every company in your system in the Directory. People and Organizations are first-class objects inside of Hub.
The directory is directly connected to the Pipelines:
• Anytime you have a person or an Organization they can be added to a pipeline or to multiple pipelines.
• The pipelines point at People and Organizations that exist in the system.
Watch a tutorial on adding People or Organizations: https://www.loom.com/share/0139771b9e2f410f8fd1454ddd5a8130
1 reply
You can find everybody and every company in your system in the Directory. People and Organizations are first-class objects inside of Hub.
The directory is directly connected to the Pipelines:
The directory is directly connected to the Pipelines:
- Anytime you have a person or an Organization they can be added to a pipeline or to multiple pipelines.
- The pipelines point at People and Organizations that exist in the system.
Watch a tutorial on adding People or Organizations: https://www.loom.com/share/0139771b9e2f410f8fd1454ddd5a8130
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