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Assign participants and agents for enquiry

Video Tutorial : #

To manage your deal communication such as assigning participants and agents against your enquiry. Follow the below steps:

Note: Below the Contact panel of your deal page, you can add the Participants and Agents. See the highlighted area in below image.

Add Participants #

STEP # 01 #

To add Participants for deal click on + symbol.

STEP # 02 #

A pop-up will appear, search participants by entering 3 or more characters and click on Add button.

Add Agents #

STEP # 03 #

To add Agents for deal click on + symbol.

STEP # 04 #

A pop-up will appear, select agents from the list and click Save button.

View Participants & Agents #

STEP # 05 #

That’s it, you can view now your added participants and agents.

 

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