Quick Question - apologies if this has already been answered elsewhere. Is it possible to move connectors/investors to team members. Some of the connectors I'm talking to may morph into Venture Partners and so if I get them set up as (say) connectors, I may want to move them to being Team members later? Is this possible and, if so how do you go about doing it?
1 reply
I can help clarify that we currently do not have a way to convert an existing contact in your directory to a teammate, but you can invite someone to be a teammate through the Settings -> Team page. If they accept the invitation, there may be a duplicate contact in your directory, but you can use the "merge people" feature to resolve that.
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