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Client Visibility Explained

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When you add a new lead or a client, you can select which employees in your organization can interact with that client.


Example 1: In this example, a new lead is being assigned to "Hector Negron"...


This lead is now visible to the firm admin, full access employees,  and the employee the lead was assigned to.




To change the employee assigned to the lead/client, the admin must go to the "client Edit page" and on the "Misc" tab, change the employee assignment.


The lead/client should now be visible to:

1. Firm Admins

2. Full Access Employees

3. The Assignee

Staff adding in leads and clients can assign the lead during the intake, if necessary.

Note: By default all new clients are visible to all employee unless otherwise designated.

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