The Kazeli Web Office has made something that’s typically so complicated, amazingly simple and powerful. Have you ever needed to work on a project with someone from outside your company? Your advertising agency, a consultant or perhaps your lawyer? With Kazeli you can. With a single click you can extend your projects and opportunities and share them with one or more people!
- From the left navigation click the BUSINESS NETWORK button.
- SEARCH for a business you would like to share a project or opportunity with
- Click the VIEW PROFILE button
- From within the Business Profile on the left side navigation under section “Tools” select START SHARING.
- Select the Project or Opportunity you would like to share.
- Select the team members of that business you would like as a team member and click SEND.
A notification is immediately sent, which that business can either accept or reject your sharing request.
- From the left navigation click the CRM button.
- Select a Project or Opportunity from the list, which then opens it’s details in the window below
- Click the Team Members link
- Click the Extended Network Users link
- Click the Invite New Users link, and invite them to join.