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Inviting a buy-side guest user

Want to add a buy-side guest user to one of your deals?

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

1. From the Deals/Board view, choose the deal you want to add a buy-side guest to. 

2. Select the “Guests accounts” module. 

3. Click on the green “Add”.  

4. A slide-out menu will appear on the right and you will be able to add a user from your current contacts or you can create a completely new user.

See pic below:

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