When there is a new or additional point of contact (POC) on an account, follow these steps:
Notify the Customer Success Manager (CSM): Reach out to the CSM to discuss the next steps.
Determine the POC’s familiarity with Designity:
If the new POC is unfamiliar with Designity, the sales team will provide a full demo.
If they are already familiar, the CSM will walk them through the most important information and provide a tour of the client portal. The CSM will also add the new POC to the portal.
Creative Director’s Role:
Provide the new POC with an overview of the work completed so far.
Walk them through the current collaboration.
Add the new POC to the Miro board (click here for instructions).
Important: Each plan includes a set number of seats. If the client needs additional seats, they can purchase an add-on. Read more here.