Reassign deals

We know that when you're working with different people in the same organization, you'll need to reassign deals between them, so in OnePageCRM, you have the option to do just that.

Open the Organization page → locate the deal → in the Deal assigned to dropdown, choose the new contact.

Organization view | Deal section | Reassign deal

The deal will appear in the contact view of the new deal owner.

💡 A deal can only be reassigned to a contact within the same organization.

💡 To reassign a deal to a contact in another organization, first move them temporarily into the same organization.