RIVO users have the option to create a new discussion board on a subject concerning the deal fields using collaboration.
Rivo allows you to collaborate with the participants in all the Business transaction modules.
Follow the steps below to perform a collaboration on RIVO
- Locate & select collaborate from the summary card. A clickable new chat icon appears on all input fields.
- select the field you would like to collaborate on,
- Choose from the small pop-up that appears on the fields indicating an open chat.
- Enter your text in the chat message box.
- Set the collaboration to ‘Public’ or 'Private'. ( If its private select the participant that you want to collobarte)
- Click the send icon in the chat box to initiate collaboration of field(s) with other parties.
You are now successfully in collaboration with desired user(s) defined on RIVO.