The Client Service Team displays employees that are working on a specific account. This way the Client knows who is working on their account and can directly contact the employees who work on their account.
To add your Client Service Team -
- Navigate to Accounts.
- Use the search bar to find the Account and click on the Account’s Name.
- On the Accounts tab, navigate to the top right of the page. It should say, “[Account Name] | Client Service Team”.
- Click the light gray circular button to add a Client Service Team Member.
- Once you have added members, it will look similar to this:
Hover over the pictures of a Client Service Team Member to display their names and contact information.