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Inviting a sell-side guest user
Inviting a sell-side guest user

Want to add a sell-side guest user to one of your portfolio companies?

Mikko Pirinen avatar
Written by Mikko Pirinen
Updated over 2 years ago

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:
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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.

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