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How to Invite Participants to an Opportunity?
How to Invite Participants to an Opportunity?

Learn how to invite other participants to an opportunity.

Beste Ozer avatar
Written by Beste Ozer
Updated over a week ago

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 a User

As a user, you can add members of your team or organisation to support an opportunity.

After you choose the opportunity to offer your support, you need to click on the ‘Add participants’ button and choose your team or organisation. Then from there, you can choose the participants you want to add to the opportunity. This will inform the opportunity lead and the lead’s approval is needed to proceed.

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