How-to • Team/Admin
Invite Team Members
Account owners (admin) with a Professional or Enterprise plan can send email invites to colleagues from the Team page. Assign them to specific Showcase Pages to help manage dealflow.
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How-to • General
Assign Tasks
Organize transactions into simple steps to be completed by either party.
How-to • General
Tasks to Complete a Transaction
Expedite transactions by assigning and then completing a series of simple tasks: due date, reviews, deliverables, requirements, share files, reimburse purchases…
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