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

You can view and manage the client team from any contact's Details tab.

You also have the option to set a client owner and/or client manager. These fields can also be left blank if they are not relevant to your team. 

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.

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