A client team allows you to set which colleagues work with specific clients. You can add colleagues or full teams to the client team.

Index

Create a Client Team

A Client Team typically consists of a Client Owner, Client Manager and Other Colleagues. The other colleagues will be on the Work Team.

The Client Owner and Manager might not necessarily be the ones doing the work for the client, but could be the Clients main point of contact or even the ones responsible for the reporting of the clients activities.

You can view and manage the client team from any contact's Details tab. From the details tab of the contact's profile, you will see a section for the client team. Clicking edit will allow you to choose a new Client Manager or an existing one.

Add a Client Owner

If there is a specific person in your firm who looks after a client relationship or is responsible for the vast majority of their work, you should mark them as the Client Owner.

Add a Client Manager

If there is a specific person in your firm who looks after a client, you can mark them as the Client Manager. The Client Manager is separate from the Client Owner. This field can be left blank if it is not relevant to your team.

Why have a Client Owner and Client Manager?

These fields are most useful if you want to filter work items on your Kanban board by Client Manager or Client Owner. This will then show all work items for clients that are managed or owned by the staff member/s you identify.

Suggested articles:
Export, download and edit contact data
Delete a contact
Choose the primary owner of an email address
Manage a Client Group

Store files on a contact's profile

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