Customer Success: A Success Manager for Every Client

A client can now have a named Success manager, set on the client record or as a workspace default in Settings › White Label. On the client’s dashboard the meeting banner becomes that person’s call card, and a call booked there is attributed to them.

• Naming a team member as Success manager grants them the client and its projects
• Success managers and project Leads see every task, request and approval on the projects they manage
• The manager also appears in the client’s Messages, Help and Meetings, on the web and on iPhone