Add Participants as an Admin
As the administrator of your organisation, you can see the participants of an opportunity from the admin panel. You can also go to Opportunities > Participants and add new participants from here.
If participants offer support by themselves, then the opportunity lead needs to approve their offer. However, if you, as the admin, add a new participant directly from the admin panel, then the participant is automatically added to the participant list as confirmed.
Add Participants as an Opportunity Lead
As the lead of an opportunity, you can add members of your team or organisation to participate and support the opportunity.
To do this, click the ‘Add participants’ button on your opportunity. You’ll then be able to select individuals from your organisation or team to join. Once added, they will be notified and officially listed as participants in the opportunity.
