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How do I invite a Collaborator to a Deal?

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To invite a member of your team to a Deal follow these steps:

1. Click Deals.

2. Select the Deal for which you wish to invite Collaborators.

3. Click Add people.

4. Invite your team with the Invite button.

5. Close Window. 

 

 To invite your customers:

1. Click Deals.

2. Select the Deal for which you wish to invite Collaborators.

3. Click Add people.

4. Go to Client & Others tab.

5. Invite your customers with the Invite button or type their names and then press Invite. 

6. Close Window. 

 

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