Share your Deal with your Contacts
Step 1: On the first page, in the Type of Share menu, select Share your Deal with your Contacts.
Step 2: Select and add contacts to this share.
1. To narrow your list of contacts, enter a name in this field.
2. Click Show Parties. This will update the list of available parties.
3. If you need to add a party that isn’t listed, click the Quick-Add a New Party button.
4. Check the names of the parties you want to include in this share.
5. Click the Add Selected Parties to this Share button.
6. Click the Next button.
Step 3: Upload an image. It will be displayed in the email that goes to the parties.
Step 4: Select a valuation and choose the permission level (read only or full edit) of this share.
Step 5: Add a note that will appear in the email that goes to the parties.
Step 6: Review the information. When you are happy, click the Share this Deal button.