Working with Deal Team

The Deal Team pane displays all the contacts associated with the Deal. The Deal Team pane allows you to communicate with the selected contact or multiple contacts using the communication bar.

                               HTML Client Communication Bar                  iPad Client Communication Bar              

Using the communication bar, you can:

• Send an e-mail. You can add an attachment if required.
• Set a meeting request.
• Assign a task. You cannot assign a task to an unregistered contact.
• Chat. You cannot chat with an unregistered contact.
• Call using Skype.
• Edit a contact.

For more information on editing a contact or the Contacts pane, click here.

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