Include all of your third party contacts 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:
If you have any 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 Contributors. Many of our clients require a professional be kept updated, such as the use of a consultant, industry professional, or an attorney.
Contributors 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 Contributor for Client B, you can show that a contact from Client A is contributing to a job for Client B.
Contributors are supported on Sales, Projects, and Issues.
To link a Contributor to a Sale:
While viewing a Sale click +Add Contributors on the Sale Details section
A pop-up window will appear showing all previously added Contributors. Click Add Contributor.
Search your sales for Contacts to add as a Contributor in the search bar.
Select their Type, which you may have already set up.
Add the contact Description, which is to keep track of their role as a Contributor for this sale.
Choose whether or not you want them to be Auto-CC’d on correspondence in the module.
And lastly, hit Save, and they’ll be successfully added as a contributor to the sale.