How do I invite trade partners?

Created by pranay dhabarde, Modified on Wed, 20 May at 9:17 AM by pranay dhabarde

To invite trade partners in Closeout Pro:

  • Go to your Project

  • Navigate to the Project Contacts section

  • Click Add Contact or Invite

  • Enter the trade partner’s details (name, email, company name, title, role)

  • Assign the appropriate role or permissions

  • Send the invitation

The trade partner will receive an email to join the project and can start accessing assigned items once they accept.

 

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