Project & Opportunity Team Members

Team Members

This is where you will set who has access to this project / opportunity.

1. Click on the CRM tab in the side navigation.

2. Click on PROJECTS or OPPORTUNITIES.

3. Click on the Project or Opportunity you would like to add team members to.

4. Click on the TEAM MEMBERS tab (bottom right).

5. Click  beside a user or group to add them to the Project or Opportunity. Once a User or Group has been added, they will automatically appear underneath the Related Team Members list.

6.  To remove a team member, click  beside the User or Group.

To learn how to add Extended Network Users (users outside of your organization) click here.