How to Add a Deal Management Member to a Deal? – BIZIT M&A FAQ

Deal administrator can add a team member to "deal management team" after the deal is registered

Deal administrator is able to add/delete a team member and able to accept/reject disclosure request from buyer.

Other team member is able to view and edit deals and use chat function.

1. Click "Sell" from the side menu.

2. Moves to Deal Management Screen.

1. Click the title of the deal that you would like to add a team member to.

2. Moves to Deal Detail Screen.

3. Click "Team Member" on the Deal Detail Screen.

4. Click "+Add a Team Member" on the Deal Detail Screen.

5. Enter BIZIT ID or Email Address of a member you like to add on the search box and select the member.

5. Click "Invite".

6. The member is added to Deal Management Team.

Deal administrator is able to add/delete a team member.

Other team member is able to view deals and use chat function.

Click "Buy Side Deals" from the side menu.

1. Click the title of the deal that you would like to add a team member to.
2. Moves to Deal Detail Screen.
3. Click "Viewer" on the Deal Detail Screen.
4. Click "+Add a Team Member" on the Deal Detail Screen.
5. Enter BIZIT ID or Email Address of a member you like to add on the search box and select the member.
6. Click "Invite".
7. The member is added to Deal Management Team.