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Update: Adding users to a visit/proposal
Users can now only be added by others to a visit/proposal once their account has been activated. In order for you to be able to add someone to a visit/proposal, they must have:
- Created an account
- Ticked the box to allow others to add them to Proposals and Visits
- Activated their account
If you are unable to add someone to a visit or a proposal, please check in the first instance that they have completed these steps.