CRM: Contact Coordinator

What is a Coordinator?

A Coordinator is a team member from your staff (Super Admin, Admin, Project Manager, Office Manager, or Salesperson) whom you designate as the main point of contact for a specific prospect or client.

Whenever your contact performs activities—such as submitting files, working on projects, or updating tasks—the Coordinator receives email alerts about these actions. You have the flexibility to configure which notification types (Files, Projects, Tasks) the Coordinator receives.

TIP: When a Salesperson holds the Coordinator role, they gain the ability to modify that contact’s information. Normally, Salespersons cannot edit contact details, but this special permission applies only when they’re assigned as the Coordinator.

How can I set a Coordinator?

You’ll assign a Coordinator when first adding a contact to Unificus (manually, through a Kickoff Form, or via CSV Import). Need to change the Coordinator later? Simply edit the contact at any time.

CLICK HERE to learn about Creating a Contact Manually

CLICK HERE to learn about Kickoff Forms

CLICK HERE to learn about Importing Contacts

To update the Coordinator for multiple contacts simultaneously, use the CRM Bulk Edit Tool.

CLICK HERE to learn about the CRM Bulk Edit Tool

How do I set a Coordinator to receive emails when a Client uploads Files?

1. Go to Files from the main menu.

2. Select the icon to launch the File Settings modal.

3. In the Manage Who Receives Notifications section, configure your preferences for file upload notifications.

4. Choose one of these options:
   • Coordinator only
   • All Admin(s) and the Coordinator
   • Notifications disabled