How to re-assign deals within an organization?

Within an organization, 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:

  1. In your Action Stream, click on the Account View icon beside a contact (see A).
  2. In the Account view, choose the Pending deal for which you wish to change deal owner.
  3. Select a contact from the Deal assigned to drop-down (see B).

Still need help? Contact Us Contact Us