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.
To link a Contributor to a Sale:
While viewing a Sale click +Add on the Team section
A pop-up window will appear showing all previously added Team members.
Search for the Contact you wish to add to the Team 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 team member to the sale.