Skip to main content
All CollectionsCustomer Card
Adding a CoBuyer to a Deal
Adding a CoBuyer to a Deal

How to add a co-buyer to an open deal.

Genius avatar
Written by Genius
Updated over 10 months ago

On the customer deal card there are two places where you can add a co-buyer.
โ€‹

Option 1)

Open the customer deal card and navigate to the "Open" tab. Click the "plus sign" in the Buyers section to add a CoBuyer to your deal.

Option 2)

Open the customer deal card and click the "Credit App" button. Click the CoBuyer button on the bottom left of the credit app screen.

Did this answer your question?