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How do I invite others to the Deal team?
It’s easy to invite others to collaborate on a Deal you were invited to.
- Navigate to the Deal’s overview page
- Expand the Deal sidebar
- Go to the “Deal Team” section
- Click “Add Team Member to Deal”
- Enter their email address and click “Send Invitation”
The recipient will receive an email invitation, and prompted to create a PropDocs account If they don’t already have one.