It's quick and simple to share one of your clients with another expert.

This is a great feature for a variety of use-case scenarios! For example:

• You realize you're not a good fit, but know an expert that would be and that would like to take on the project!
• Your client needs to work with an expert in addition to you, e.g. you are working on dev and you want to introduce your client to a marketer.

To share a client with another expert, please follow these instructions!

In your client's brand detail views, head over to the About tab. From there, scroll down and search for the new expert's name under "Share Client With Another Expert?" (don't forget to hit "return"!).

Once you've shared the client you'll receive a confirmation message that the client has been shared!

Please note that there is no automated message letting the client they have been matched with a new expert—please be sure to reach out to the client to provide a warm handoff to their new expert!

If you are the expert the client was shared with, you'll find your new client under Clients > Alerts & Reminders, and they will be tagged with "Client Shared With You."