How do I manage the primary contacts for my client?

Open your “Clients” tab to manage the Client Relationship Leads for your clients. These are team members from your company that are typically the primary contacts for any given client. Clients will see Client Relationship Leads as suggested invitees to new projects

In your Clients tab you can:

1. View Client Relationship Leads for each of your clients
2. Click the blue button to “Add Client Relationship Lead” for yourself or another Team Member, providing you already are assigned a Client Relationship Lead
3. Remove Client Relationship Leads
4. Edit user descriptions

If you are a Team Member and would like to be assigned Client Relationship Lead, message someone on the list or contact Globality Support