Inviting internal users to use your DealCentre contract | DealCentre

  • Updated

Applies to: Advisors
 

Add users that are internal to your organization that you want to add to a deal team.

Icons_Approved.svg How to invite internal users to use your DealCentre contract

  1. Click Settings
  2. Click Internal Users.
  3. Click Add Users.
  4. Enter the email address of the person you want to invite. Only users in your organization's domain can be added.
  5. Click Add.

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