Adding staff to a client makes it easy for you to assign the right team members, streamline coordination, and provide a smoother, more personalized experience.
Go to the Clients page.
Navigate to the name of the client.
You will see a toolbar on the right side.
Select overflow (three dots) for More actions.
Click Assign team.
Select the staff member(s) you are assigning.
Click Save.
Our team is here to help with any questions or concerns. Just open a conversation through the Help channel in your workspace.