You can add a new client contact or switch out an existing client contact when you're ready to share a scope.
Add a new client contact
From the Scope page, navigate to the right and scroll down to the "Client (Signer)" field. Click the plus sign to add a client signer.
You'll be asked to provide the client's first and last name, title, and email as required fields and the client's phone number as an optional field.
Once you've filled out all the fields, click "save" to navigate back to the Scope page.
If you'd like to cancel, click "cancel" to return to the previous page.
Switch out a client contact
If you already have an existing client contact and would like to edit that selection, hover over the contact and click the yellow "Switch out" button that appears.
The pop-up will prompt you to either create a new client or pick a client contact from the contacts you previously created on the Account level.
Once you've made your selection, click "save" to navigate back to the Scope page. If you'd like to cancel, click "cancel" to return to the previous page.
Note: By adding a client contact, you're client will not be notified by the platform or by Wethos. This field is only for reference and to designate who will receive the scope of work.
Still have questions? We're happy to help!
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