Jun 21, 2020 12:43:30 PM Edited Jun 21, 2020 12:45:48 PM by Phat D
I am the sole business manager of my newly created agency. I understand that when I create a proposal, I need to select an agency member from whom the proposal will appear to be sent from.
What I don't understand is what will happen when the client replies to that proposal? Will the agency member read the client's response? Will I (the business manager) be added into that conversation automatically? We will have a team of 4 people and one of the commitments we make is that they only need a single point of contact (me) instead of having to communicate with and manage our whole team.
Thanks for your advice
Jun 21, 2020 04:30:36 PM by Joanne Marie P
Hi Phat,
As the business manager for the agency, you can submit proposals on behalf of the agency member, and you can access the chatroom once the client responds to the proposal submitted. Thank you!