Reassign deals

If the main contact changes or someone else takes over the Deal, reassign deals to a different contact within the same organization.



1
Go to Organization → find the Deal → select the new contact from Deal assigned to.


2
The deal will appear in the contact view of the new deal owner.

💡 A Deal can only be reassigned to a contact in the same organization.

💡 To reassign a Deal to another organization, move the contacts temporarily first.

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