In the Intello adviser portal, you are able to assign the default team members from your business to be automatically be placed on current and new jobs as primary adviser, secondary adviser and client services officer.
Re-allocating default team members is simple. Let us help you!
If you, for example, have a different person in your team that you would like to receive communications for a specific client by default, this is simple to update. Take a look at the video below to let us take you through:
There is complete flexibility as to who in your team is allocated and who receives notifications by default.
Do you need further assistance with the Intello Adviser Portal?
If you require further assistance please get in contact with us via our Help Centre messaging during business hours, or via e-mail outside of business hours at admin@intello.com.au.