When inviting someone to a Prodeal room, you have a few options in order to customize the experience of your Prodeal guests.
Send an email invitation with Prodeal's default email invitation
Customize the email invitation text sent by Prodeal to your invitees
Create a unique link for your new users' invitation to Prodeal, and send this link yourself in a personal email (ex. - you want to incorporate a Prodeal invitation into a larger deal kick-off email)
Send Prodeal's Default Email Invitation
To invite users to a Prodeal room and use the default email message:
click "Invite Users" on the team you would like to invite someone to
Enter their email address and click "Send Invite Email" in the bottom right corner
Note, you can invite multiple users at the same time
This will allow users with permission to invite an individual to copy an invitation link and send it directly to them.
In the process of inviting a new user, you can choose if you want to Send Email Invite Only or Create Invite Link. Click the dropdown to see the other option.
Note: Create Invite Link button will only be available if the invited person has no Prodeal account.
Send Invite Email - This is the same process we used. Emailing them an invitation to a Prodeal room, and have them set up an account to access a Prodeal room.
Create Invite Link - System will generate an invitation link and will be copied to your clipboard ready to send directly to the invitee to have them set up their account and access the Prodeal room.
Note: Once you have clicked the Create Invite Link button, Prodeal will not send an email invite, you will need to send the invite link directly to the person you invited.
Note: The invite links are always available to copy until the invited person created their Prodeal account.
Customize Prodeal's Email Invitation
To invite users to a Prodeal room with an email sent by Prodeal, but with a tailored message in the email invitation, take the following steps:
Click "Invite Users" on the team you would like to invite someone to
Enter their email address
Edit the text displayed in the "Email Invitation Note" field
Click "Send Invite Email" in the bottom right corner
Create a Unique Invite Link & Send a Personal Email Invitation
To bypass a Prodeal email invitation, you can invite a user and choose to create an invite link.
There are a couple of scenarios where you may want to choose this option:
You want to send a kick-off email for your deal directly from your email address and incorporate the Prodeal invitation into that message.
You want to incorporate a Prodeal invitation link
Go to Teams Card and find the user that you've invited, and click the Link icon to copy the invite link of that specific person. Still, you can resend or cancel the invitation if needed.
When the invitee clicks the direct Invite link, it will take them to the Prodeal Account Creation Page to create an account.
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