How to re-assign deals within a company?
Within a company, many deals can be created and assigned to different contacts. To re-assign a pending deal from one contact to another, follow the steps below:
- In your Action Stream, click on the Account View icon beside a contact (see A).
- In the Company View, choose the Pending deal for which you wish to change deal owner.
- Select a company contact from the Deal assigned to drop-down.