Adding Users To A Deal

How do I add users in Deal Tracker?

Step 1: From the Deal Tracker tab, click on the name of the deal you are trying to add someone to or search for it.

Step 2: From the deal page, click on the people icon underneath the word "Team"

Step 3: Type in the person's email address and click submit. 

Note - you will need to add guest users to each individual deal, so you may need to repeat this process with multiple deals. A guest user is anyone who does not have an Occupier account or license.