How to Reassign a Deal?
By default, the ownership of a deal resides with the user who creates the deal. If the ownership of the deal has to be transferred to another user in the team, the Reassign option can be used. The article covers the steps to be followed for reassigning a deal to a new user.
Prerequisites
- Permissions: Any user with permission to update Deals.
- Product Plans: Embark/Elevate
- Activities to be Completed: Deal Creation
Steps
Step 1
Click on the 'Deals' tab on the homepage. This will lead to the Deals List page. Find the Deal to be assigned to a new user from the list, either manually scrolling down or by using the filters. Click on the Deal name to navigate to the Deal details page.
Step 2
Click on the 'Drop-down' button on the top right corner of the Deal Details pane. Click on the 'Reassign' option from the drop-down list, which will open a new window ('Reassign Deal').
Step 3
Select the user to whom the ownership has to be transferred by typing his name.
Step 4
Click on the 'Reassign' button at the bottom of the window. After this, the ownership of the Deal will be transferred to the new user.
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