How do I invite someone to collaborate on my Deal?
It’s easy to invite others to collaborate on a deal.
- Go to the Deal you’d like to invite someone to and click on ‘Edit’ under the Deals address at the top.
- 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 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.