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Adding a person to a Client Folder
Adding a person to a Client Folder
Pravin Paratey avatar
Written by Pravin Paratey
Updated over 4 months ago

To add a person (or yourself) to a Client Folder,

Step 1 - Go to the Client Folder by typing the name of the client in the top search bar. Or alternatively, selecting the client from the Dashboard

Step 2 - On the client page, click on the Edit button (towards the top right of the page).

Step 3 - In the dialog box that appears, amend the Owners field to add/remove people who own this Client relationship.

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