Assigning a Collaborator or Team Member to a Role
Roles are used to keep track of all parties involved in a deal, to assign tasks, and to facilitate deal communication.
As a Team Member, being assigned to a role allows that user to be assigned tasks, complete/mark tasks done, send or receive emails associated with the deal, and view related calendar events.
A Collaborator assigned to a deal is limited to only receiving outgoing information via email or SMS and cannot log in to Shaker to complete tasks.
To Assign a team member or collaborator to a deal:
Open the Deal
Scroll to the assigned team section in the lower left panel
Hover over the role you want to assign and Edit.
If the contact has already been added, select a contact from the drop-down menu
If you need to create a new team member or collaborator to fulfill the role, simply click the "add vendor" or "add team member" buttons pictured below.
This video walks through how agents and admins can assign team members and vendors to roles on a deal.