Can multiple users have ownership of the same client? - SquareDocs

Clients

Table of Content

Table of Content

Table of Content

Can multiple users have ownership of the same client?

While Hhola typically assigns a single owner to each client for clear accountability, multiple team members can collaborate on managing the same client. Even if one user is officially designated as the "owner," other team members can access the client profile, log activities, and contribute to client management. This collaborative approach helps teams work together to provide a seamless client experience, especially for larger or high-value accounts.

From first hello, Capturing leads, closing deals, and delivering services your entire journey lives in HHola.

From first hello, Capturing leads, closing deals, and delivering services your entire journey lives in HHola.

From first hello, Capturing leads, closing deals, and delivering services your entire journey lives in HHola.