1. In the Navigation bar, under CRM, select Companies. Once in Companies, click to select the company you want to add a sell-side guest to.
2. Within the expanded Company card, scroll to the “Guests accounts” module.
3. Click on the green “Add”.
4. A pop-out tab will appear and you will be able to add a user from your current contacts or you can create a completely new user.
See the image below:
If you need any help or guidance, feel free to book a time with our support team, we are always happy to help! For more tips and guides regarding all our Zapflow features check our other Help Center articles.