How to re-assign deals within an organization?

Within an organization, many deals can be created and assigned to different contacts. You have the ability to re-assign a deal to another contact at anytime. 

To re-assign a pending deal from one contact to another

    In your Action Stream, click on the Account view icon beside a contact.

    In the Account view, choose the Pending deal for which you wish to change deal owner.
    To re-assign deal owner, select a contact from the  Deal assigned to drop-down.
The deal will appear in the contact view of the new deal owner.

Still need help? Contact Us Contact Us