Advice and answers from the Parallel Team

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Communicate with your colleagues through Notes

Add notes in conversations… This way, you can communicate with them or leave notes for yourself on the fields… Once you have added notes, you can differentiate them from comments by the light yellow background and

Work with your colleagues in Parallel

Share comments (notes) with your colleagues… you have shared parallels with other members of your organization, you can use internal comments (notes

What is to assign automatically a parallel to someone and how does it work?

Readers: They can only see the contents of the parallel and send internal notes

Share a parallel

With the reader's permission, the user can only see the contents of the parallel and leave internal notes

How to change the owner of a template or parallel

Note: You can only transfer ownership of templates to users, never to a group… Note: From this moment on you will not be able to share or manage the ownership of the template… Note: You can only transfer ownership to users, never to a group

How to deactivate a user

But please note that this can only be done by users with the administrator role… Note that all parallels and templates owned by the deactivated user will be transferred to the user of

Status of the parallels

Note: If you edit a Completed or Closed parallel, for example by adding a new field, the parallel will… Note: If after closing the request you need to make any changes from the Complete tab, e.g. you made… Please note that green stripes indicate the parallels' optional fields that have not been completed

Exchange comments with your recipients

Note: If you have received a Parallel and you do not know how to leave comments, you can also refer to… If you need to make a note about the conversation that you don't want your recipient to see, this article

Log a Parallel event on Hubspot via Zapier

Note: You will need admin permissions to create new properties in Hubspot… Note that you can customize this message using the information of the parallel… Note: If the parallel doesn’t contain the dealId, the user must add it manually

Control the usage of your organization

Note: If you detect that the number of contracted users or parallels is close to or reaches