Managing deal team members | DealCentre

  • Updated

Applies to: Advisors
 

Deal team members are the people within your organization (internal users) who are responsible for creating and managing deals in DealCentre. Deal team members' email addresses must belong to a domain that is owned by your organization. 

Important! Users that you want to add to your deal team, must have been added as internal users. Internal users are added from general settings (not deal settings. For more information, see Inviting internal users to use your DealCentre contract.

Icons_Approved.svg How to manage deal team members

Add a Deal Team member

  1. In the Deal List, click the deal for which you want to add deal team members.
  2. In the Deal Team section, click the Edit icon.
  3. Start typing a member's name or email address to generate suggestion. Click on the person that you want to add.
  4. Click the check mark icon.

Remove a Deal Team member

  1. In the Deal List, click the deal for which you want to add deal team members.
  2. In the Deal Team section, click the Edit icon.
  3. Click the x next to the team member that you want to remove.
  4. Click the check mark icon.

Additional information

 

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