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How do I invite internal team members?

To invite teammates you must hold admin or invite permissions.Note: If you are looking to invite a tenant to collaborate on a deal, DO NOT use the below approaches and instead navigate to: how to invite a tenant To invite internal team members to multiple deals:

    1. Navigate to the “Team” page
    2. Click on “Add Team Member” on the top right
    3. Enter the email of the person you’d like to invite
    4. Toggle each type of permission on/off as desired
    5. Select specific Deal(s) that team member will have access to
      • By default the member will be given access to all Deals inside of Team 
    6. Click Send Invitation Email

To invite team members to a single Deal:

    1. Navigate to “Deals” page
    2. Select the Deal you wish to update
    3. Click on ‘Edit’ on the top of the Deal’s overview page
    4. Go to “Deal Team”
    5. Click “Add Team Member to Deal”
    6. Enter the email of the person you wish to invite and click “Send Invitation”

 

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