DriveCentric

The co-buyer information on a delivered deal can be viewed by opening the delivered deal.  On the customer deal card click the Deals tab and then click on the delivered deal you want to view.  

On the delivered deal card select the details tab to view the co-buyer information.

Viewing the co-buyer on a delivered deal.

Find the co-buyer on a delivered deal

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Create your workspace and invite the people you work with.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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