The Team section showcases the team members or users designated to handle tasks associated with the client, fostering collaboration and teamwork.
To navigate to the Client Team page, follow these steps:
- Navigate to the main navigation header bar and click on Clients.
- Access the list of all clients, then click on any client to be directed to the Client Summary page.
- Click Team.
- Click on Add Team to allocate a team to the specific client.
Client Summary Page - Add Team
Information: Prior to adding a team, ensure employees are created. Once employees are created, they will be reflected in the employee dropdown menu.
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Choose an employee from the dropdown menu and complete all the fields, then click Save.
Information: The Contact will auto be populated if added while creating the employee. If in case of the contact not added this filed will be blank.
Team - Add Team
Here are the actions you can perform under the Team section of the client summary page:
- Search: The Search function in the mail section allows you to quickly find specific emails by entering keywords or phrases.
- Filters: Enable you to sort team according to different criteria such as email, phone number, status, etc.
- To modify or remove a team member, select the Edit or Delete option located next to the employee's name under the three-dot button.
Team - Actions