Need someone to help you review or approve a Deal? Using the 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.)

Note: If you are a Recipient of a Deal and want to add team members to the Deal as a Viewer without creating an account, please refer to this Help Center article.

1. From Deal Flow, click Deal Team on the top right.
2. 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.
   
   
   
   
3. Select the Deal Role. Click the accompanying dropdown menu and select the Deal Role.
   
   
   
4. When ready, click Send Invite. 

Updated June 06, 2024 16:06