How to...

In addition to creating new firm records or editing existing ones, you can review and update contacts, team members, and associations, as well as add touchpoints, You can create new firm records and edit existing ones, as well as review and update contacts, add team members, associations, and touchpoints, and create hierarchies for firm records.

Many of the procedures that you use in the hubs are similar across all hubs (for example, Copy a Record). For detailed information, see Hubs Basic Procedures.