Assigning an adviser to a client

When you create a client, you are automatically assigned as an adviser. You can add more advisers or remove them at any time from the client profile.

Assigning an additional adviser

1. Open the client profile
2. Find the Advisers section in the Client Information panel
3. Click Assign Adviser, search for the team member, and confirm

Each adviser can only be assigned once per client. Prospo will let you know if you try to assign someone who is already linked.

Removing an adviser

Open the client profile, find the adviser in the Advisers section, and click the remove icon next to their name. Removing an adviser does not affect any meetings, file notes, or other content they created for that client.

Multiple advisers

A client can have more than one adviser, which is useful when clients are shared across team members. Each assigned adviser can access the client record, schedule meetings, and generate file notes.