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