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Adding Contacts & Third Party Vendors to your Sales

Accelo version
v3
v4

Want to improve your client relationships?




Include all of your third party contacts and additional team members who are involved in your client’s work, such as a lawyer or a consultant for a client, on their Accelo updates.

Using this guide, you can:

What are Stakeholders?

If you have any users, contacts or third party companies that have some stake or involvement with a job or a company, you can easily keep them in the loop by including them as Stakeholders. Many of our clients require a professional be kept updated, such as the use of a consultant, industry professional, or an attorney.

Stakeholders are any third party company or contact you want to be kept up to speed with the work for a certain project or issue on your account. For example, if you are working on a Project for Client A, and they indicate that they will be using a consultant from Client B to perform external auditing of your work, then you would potentially be liaising with this consultant at Client B on Client A’s Project. By creating a Stakeholders for Client B, you can show that a contact from Client A is contributing to a job for Client B.

To add this Stakeholders to emails and updates, you can either link that third party up-front as a Stakeholders, or by using Stakeholders Quick Add.

 

Add Stakeholders to your Sales

Stakeholders are supported on Sales, Projects, and Issues.

To link a Team member to a Sale:

  1. While viewing a Sale's Details tab click the + within the Team pannel. 

     

  2. A pop-up window will appear showing all previously added Team members.

    Add Advanced Team

  3. Search for the Staff memeber you wish to add to the Team in the search bar.

  4. Select their Type, which you may have already set up.

  5. Add the contact Description, which is to keep track of their role as for this sale.

  6. Choose whether or not you want them to be Auto-CC’d on correspondence in the module.

  7. And lastly, hit Save, and they’ll be successfully added as a team member to the sale.

To link a Stakeholders to a Sale:

  1. While viewing a Sale's Details tab click the + within the Stakeholdings pannel. 

     

  2. A pop-up window will appear showing all previously added contacts.

    Add Advanced Team

  3. Search for the Contact you wish to add to the Team in the search bar.

  4. Select their Type, which you may have already set up.

  5. Add the contact Description, which is to keep track of their role for this sale.

  6. Choose whether or not you want them to be Auto-CC’d on correspondence in the module.

  7. And lastly, hit Save, and they’ll be successfully added as a stakeholder to the sale.

 

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