How do I give a team member access to a Deal?

To add a team member’s access to a single Deal:
1. Go to Deals
2. Select the Deal you wish to update
3. Click on ‘Edit’ on the top of the page
4. Click on “Deal Team”
5. Click “Add Team Member to Deal”
6. Enter the email of the person you wish to invite and click “Send Invitation”

 

To Remove a team member:
1. Click on the team member you’d like to remove from the Deal Team section
2. Click on the red Remove Team Member button shown below the permissions.