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Add a TC to a Listing

How to invite a transaction coordinator to collaborate

Updated over 4 months ago

GIC has been built specifically with Transaction Coordinators, both internal and external, in mind. Below is a quick video tutorial on how to invite them to your transaction.

Video Tutorial

How to add your TC:

  1. Within your listing, locate the quick access 'People' box and click the +Add button.

  2. Ensure the toggle at the top of the modal is switched from 'Client' to '3rd Party.'

  3. Enter the TC's email into the email box;

    1. If you're adding this person/email for the first time, make sure to click the dropdown that appears for '+Create [email]'

  4. Select their identity as 'TC (Sell).'

  5. (optional) Type a message to include with the invitation email they'll receive.

  6. Click Send Invite.

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