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How to Add Colleagues to a Deal

V
Written by Vishal Bhargava
Updated over 4 months ago

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.

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