Team Collaboration

You can't raise alone. Now you don't have to.

Add team members with role-based permissions in seconds. Create a single source of truth for every deal—so your analyst team can work the deal while you're out selling.

4 role types • Per-deal permissions • Full activity logging

Team Collaboration interface
How it works

Simple, powerful workflow

1

Add team members

Invite people from your organization or external partners. If they have a CQ account, they're added immediately. If not, they receive an invitation.

2

Assign roles

Choose from Deal Owner, Deal Team, Co-Manager, or Distribution Partner. Each role has specific permissions for that deal.

3

Work together

Everyone operates from the same source of truth. Every action is logged so you know who did what and when.

4

Manage changes

Remove team members safely—assets transfer back to the deal owner. Adjust roles as needs change.

Permissions

Role-based access control

Each role has specific permissions for viewing, editing, and managing deals

CQ deal team management
Part of the full funnel

Team Collaboration connects to everything else

One workflow from LP discovery to signed commitment.

FAQ

Common questions

Build your deal team in seconds

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