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a week ago

Easily Switch Between Teams

If you're a teammate on more than one team (such as a wealth advisor, RIA, multi-family office, or anyone juggling multiple investor or deal-lead teams), you can now easily switch between them. 

Changing teams changes what you see: your sidebar, deals, and invitations all update to match each team and your permissions on that team. Selecting “all” allows you to see all teams at once, which is useful if you manage relationships across several investors, while keeping each team's permissions separate.


Avatar of authorFrancisco Cadavid