You may wish to Invite other colleagues to your opportunity. To add a User to an opportunity:

  1. After your CRM is set up in MangoApps, go to the user portal and choose “CRM” from the Left hand navigation. Then select an opportunity
  2. Choose “Opportunity Tools” and from the Dropdown select “Invite members”.

  3. Select or Search for the Users you want to invite. Once selected, click on “Invite”
  4. Once you click on “invite” you will see a confirmation flash green at the top of the screen.
  5. The Users you have invited will now be able to access the CRM opportunities, from there own CRM module.
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