How to Modify the Deal Contents and Add Team Members?

BIZIT M&A Customer Success

You are able to update the deal Information and add team members as the deal participants.

You are able to edit contents but not able to delete cases at their side.

1. Click on "Manage Your Deals" from [SELL SIDE]

2. Click on "Edit" of the deal.

1. You can edit the deal contents and add team members.

2. After editing the information, click "Save" on the bottom.