Need someone to help you review or approve a Deal?
Deal Team allows you to invite another User to a Deal.
(You must have a Free Account or Paid Account to use the Deal Team function.)
- From Deal Flow, click Deal Team on the top right.
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Add the User. Click the dropdown menu and select the User you want to invite.
Note: Only people from your team with a Bonterms Account will appear. You can invite new users from the Team Page or ask your Admin.
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Select the Deal Role. Click the accompanying dropdown menu and select the Deal Role.
- When ready, click Send Invite.
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