Invite participants to your deal

Invite participants to your deal

ClientLook CRM includes a built-in deal management module. You can create an unlimited number of deals. Plus, you can invite as many outside participants as desired to access a deal.

Features include:

  1. Invite anyone to collaborate on a ClientLook deal.
  2. Participants may log updates, upload files and add comments.
  3. Project managers have the ability to restrict access to certain updates and files.
  4. Participants can create offline reports of deal activity.
  5. Outside participants do not require a ClientLook subscription.

Related videos

About the Author

Michael Griffin

Michael Griffin - ClientLook, Founder

Leave a Reply

Your email address will not be published.

This site uses Akismet to reduce spam. Learn how your comment data is processed.