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How do I add teammates to an opportunity?
Priyanka Chaudhari avatar
Written by Priyanka Chaudhari
Updated over 3 weeks ago

Within each opportunity, navigate to the Contacts tab to view which teammates are subscribed to the opportunity.

  • Invite your carrier teammates to a specific opportunity. Teammates will receive an email indicating they've been subscribed to the opportunity. If teammates unsubscribe, the carrier user will be notified.

  • See which of your broker teammates are associated with this opportunity.

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