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How do I invite internal team members?
You can invite someone to your entire team through the “Teams” page.
- Navigate to the “Team” page in the side navigation, and click on the “Add team member” button.
- Enter the email invitees email, set their permissions, and specify their Deal(s) access.
Note: You can also invite users to a specific deal by navigating to the “Deal Team” sub-page for your deal.