Overview
A user account can be attached to multiple businesses with different roles. The Deal Switcher tool is located at the top of the page and will let the user choose between deals. From here, the user may also access the Deal Agnostic Dashboard or the Manage Deals section.
Features
- Choose a Deal: Click on a to choose which deal you would like to work on currently. The labels will tell you what you if you are acting as a Buyer or a Seller.
- Dashboard: This will take you to your deal agnostic dashboard. This will give you an overview of all deals, and important activity in those deals.
- Manage Deals: Manage Deals will give you the ability to leave deals and view which deals you are currently acting as a team member. This is useful if you wish to remove a deal from a Professional account.
