Navigate to the Deal
Navigate to the deal where you want to add members.
Go to Team Members
In the left-hand panel, click Deal Members.
A window will open showing all current deal members and their assigned roles.
Add New Members
Click the Add Members button in the top-right corner of the screen.
Select or invite the colleagues you want to add.
Assign Roles
You can assign different roles (e.g., Owner, Editor, Viewer) to manage access and permissions.


