How do I invite someone to collaborate on my Deal?

It’s easy to invite others to collaborate on a deal.

  1. Go to the Deal you’d like to invite someone to and click on ‘Edit’ under the Deals address at the top.
  2. Go to the “Deal Team” section
  3. Click “Add Team Member to Deal”
  4. Enter their email address and click “Send Invitation”

The recipient will receive an email to accept the invitation and if they don’t already have a SimpleLease account they’ll be prompted to create one (it’s free).

If you’d like to manage that team member’s permissions, simply go to your Team section and adjust their permissions accordingly.