When recommending a piece of software to your client, most people want to review the process from end to end to make sure that they've made the correct choice, and that information provided to their client is clear and concise. We've created a brief walk through of what your clients can expect when you invite each one to be added as a member on your account. Associated members can share and edit forecasts back and forth, create new forecasts, and easily collaborate together for business strategy.
Once invited, they will receive an email providing directions on how to connect. Follow the instructions in the email and click on the View Shared Forecast button, or copy and paste the selected text.
If the invitee does not already have a Dryrun account, they will be prompted to create a free trial account. Once they have an account, they will need to select Shared with Me in the accounts area.