External Team

Only system admin can add external team members. This panel forms part of Teams tab which is part of Direct Fund only.

External Team panel allows you to view details of external members associated with the deal. The details included are:

• Name: Name of the member from the Contacts Module.
• Organization Name: Name of the organization will automatically populate from Contacts Module.
• Role: Role of the member which includes Directors, Bankers, Auditors, Advisors, and Others.