Introduction

The following steps explain how you can add team members and partners, to get an overview of the people working in the company; or to share a company with other people from your organization. You can also edit information about your clients, such as Title, Role, Email or Phone. 

How to do it 

1. Click the tab 'Team' to see the client team members that were added to this company.

2. Add a new member of the client team by clicking the button '+ Team Member'.

3. Click the button '+ Advisor/Mentor' to share your client with other people from your organization.

4. Uncheck a name in the dropdown list to stop sharing the client with this person.

5. Click the download icon and select the PDF 'Team Members' with information about the client team.

6. Click the tab, Partners, and add 2-3 different types of partners that the client works with.