Client "Group"

"Group" is a client ie family or corporate groups of entities that share common Contacts with both an email address and mobile phone number to who proposals can be directed. It takes a human to agree to a proposal on behalf of a client even if the contact and client are one & the same.

Groups are a great way to link individuals and entities together. Linking helps provide services for several entities but bills all to one client account. For example, accountants may do a business tax return, a trust tax return, and an individual tax return. So, when writing a proposal, each service can be tagged to the correct recipient while only one contact pays the bill. 

Groups allow you to write a single proposal addressed to one of the group entities and set group members as the service recipients. 

Setting up a "Group"

Press the 3 dots > Details

Select "Add Client"

Make sure that the "Client" is existing in client list in order to select it from the "Group"