All Collections
Managing Access
Managing Access on ProDeal
Managing Access on ProDeal

A quick video guide to sharing checklist items on ProDeal

Ian Group avatar
Written by Ian Group
Updated over a week ago

Managing access can be broken down into three simple steps:

  1. Select your items using bulk select.

  2. Click the Manage Access button.

  3. Make your selection and click save.

Ready to learn more? Watch the webinar where we discuss:

  • The latest features for managing access on ProDeal

  • Show real examples of how you can use new features for your deals

  • Deep dive on all of the new functionality 

Did this answer your question?