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.