The My Team section gives the primary account holder management tools and information on Team Members in their DealMaker360 account.
Team Members can view all tasks, upload documents, and complete activities. Any activities that a team member completes must be finalized by the primary account holder. Use the team function to add an attorney, CPA, or partner to review files or complete activities.
The primary account holder can add team members through the My Team section or with the action menu on the Activities List.
- Invite Teammate: Click this button to invite a new Team Member into the DealMaker360 system. This will send the Buyer a registration email. Once registered, the Team Member will be able to view everything that the primary account holder can see. However, they will not be able to finalize tasks.
- Team Member Info: Name, Email, Phone
- Full: Team Members currently have full access to the DealMaker360 platform.
- Message: send a message to the team member
- Delete: remove the team member