Client collaborators

Every client can have one owner and any number of teammates who also work it. Together they are the client's team.

Why it matters

The client's team decides whose work a client is:

• The client counts as theirs on the Clients page when they filter by Me.
• It is part of their morning brief.
• On the Team page, press the arrow beside their client count to open their row: a collaborator's client shows with a dashed outline and "collab".

It does not decide who can see the client. Logged calls, notes, typed-up meetings and the client's memory are already shared with the whole workspace; a recorded meeting's own words follow your workspace's privacy mode for recordings. Mail synced from someone's own inbox stays with the people on that thread, whether or not they are on the client's team. See Who can see what.

Set the owner

1. Open the client from Clients.
2. Press Edit at the top of the page.
3. Under Owner, tap a teammate's name.

To clear the owner, tap the current owner again. A client with no owner shows on everyone's Home and under No owner on the Clients page. The owner is also who sees the client on Home under Mine.

Add or remove a collaborator

1. Open the client and press Edit.
2. Under Team — also working this client, tap each teammate who works it. Tap again to take someone off.

The client header then reads "Owned by Priya with Rahul, Anjali". Each person you add gets a bell telling them who added them to which client.

With Ask AI, "keep Rahul in the loop on Northwind" adds him to the team and mentions him in a comment, so he gets a bell. See Keeping a teammate in the loop.

Good habits

• One owner per client: the person a client would call first.
• Add collaborators for everyone who speaks to the client regularly — a delivery lead, a second salesperson, a founder who handles the relationship at the top.
• When someone moves to another team, hand their clients over in one step rather than editing each client. See Transfer clients to a teammate.