Sharing a Deal
1
Click the triple-dot icon
On the deal, click the ⋮ icon.
2
Select Share
Click Share from the menu. This opens the Participants dialog.
3
Invite users by email
On the People tab, enter the email address of the user you want to share with.
4
Confirm
Click Invite. Apers emails them an invitation, and they’ll have access to the deal.
Shared users can view all chats, files, and summaries within the deal.
Duplicating a Deal
Want to fork a deal or use it as a starting point for another analysis?1
Click the triple-dot icon
On the deal, click the ⋮ icon.
2
Select Duplicate
Click Duplicate from the menu.
3
Work on the copy
A copy of the deal is created. You can now modify it without affecting the original.
Deleting a Deal
1
Click the triple-dot icon
On the deal, click the ⋮ icon.
2
Select Delete
Click Delete from the menu.
3
Confirm deletion
Confirm that you want to delete the deal.