• To collaborate with your colleagues, the member has to be first registered on to the platform. 

  • If he is not registered then you can go-to Settings>Manage Company link on left and invite the staff member via the Staff member tab.

  • Invited member can then join via the link that is sent to his email address. As soon as he is registered, both will be automatically connected.

  • In a scenario if the staff member is already registered on the platform then you can connect with your colleague via the Network link>Send Request

  • Once the invitation is sent and accepted by the staff member, you are ready to collaborate with each other. 

  • Now you can go-to Share deal link under Setting tab and share deal with your staff members

  • Once the deal is shared this will allow this staff user to see the selected deal you have created on his portal

  • Thing to be noted is that the deals can be only shared by you (being the original creator). Your staff member will not be able to share the deals. Also an Agent user can not be able to share a created deal to another Agent user.