Project Contributors Guide | Projects

Include all of your third party contacts who are involved in your client’s work, such as a lawyer or a consultant for a client, on their Accelo updates.

Using this guide, you can:

What are Contributors?

If you have any contacts or third party companies that have some stake or involvement with a job or a company, you can easily keep them in the loop by including them as Contributors. Many of our clients require a professional be kept updated, such as the use of a consultant, industry professional, or an attorney.

Contributors are any third party company or contact you want to be kept up to speed with the work for a certain project or issue on your account. For example, if you are working on a Project for Client A, and they indicate that they will be using a consultant from Client B to perform external auditing of your work, then you would potentially be liaising with this consultant at Client B on Client A’s Project. By creating a Contributor for Client B, you can show that a contact from Client A is contributing to a job for Client B.

To add this Contributor to emails and updates, you can either link that third party up-front as a Contributor, or by using Contributor Quick Add.

Add Contributors

To link a Contributor:

When viewing a Project, click +Add in the Team portion of the Project Details section.
A pop-up window will appear.
Use the Search Bar to search your sales for Contacts to add as a Contributor.
Select their Type, which you may have already set up.
Add the contact Description, which is to keep track of their role as a Contributor for this module.
Choose whether or not you want them to be Auto-CC’d on correspondence in the module.
And lastly, hit Save, and they’ll be successfully added a contributor to the Project.

Include all of your third party contacts and additional team members who are involved in your client’s work, such as a lawyer or a consultant for a client, on their Accelo updates.

Using this guide, you can:

What are Stakeholders?

If you have any users, contacts or third party companies that have some stake or involvement with a job or a company, you can easily keep them in the loop by including them as Stakeholders. Many of our clients require a professional be kept updated, such as the use of a consultant, industry professional, or an attorney.

Stakeholders are any third party company or contact you want to be kept up to speed with the work for a certain project or issue on your account. For example, if you are working on a Project for Client A, and they indicate that they will be using a consultant from Client B to perform external auditing of your work, then you would potentially be liaising with this consultant at Client B on Client A’s Project. By creating a Stakeholders for Client B, you can show that a contact from Client A is contributing to a job for Client B.

To add this Stakeholders to emails and updates, you can either link that third party up-front as a Stakeholders, or by using Stakeholders Quick Add.

Add Stakeholders to your Projects

Stakeholders are supported on Sales, Projects, and Issues .

To link a Team member to a Project:

While viewing a Project's Details tab click the + within the Team panel.
A pop-up window will appear showing all previously added Team members.
Search for the Staff member you wish to add to the Team in the search bar.
Select their Type, which you may have already set up.
Add the contact Description, which is to keep track of their role as for this sale.
Choose whether or not you want them to be Auto-CC’d on correspondence in the module.
Click Save, and they’ll be added as a team member to the Project.

To link a Stakeholders to a Project:

While viewing a Project's Details tab click the + within the Stakeholdings panel.
A pop-up window will appear showing all previously added contacts.
Search for the Contact you wish to add to the Team in the search bar.
Select their Type, which you may have already set up.
Add the contact Description, which is to keep track of their role for this sale.
Choose whether or not you want them to be Auto-CC’d on correspondence in the module.
Click Save, and they’ll be added as a stakeholder to the Project.