How to Reassign a Deal to Another User in Kylas CRM
How to Reassign a Deal to Another User in Kylas CRM
Reassigning deals is a common requirement when there are changes in team responsibilities, workload distribution, or user availability. Kylas CRM provides a simple and quick way to reassign deals from one user to another directly from the deal listing page.
This article explains the steps, prerequisites, benefits, and use cases of using the Reassign Deal feature in Kylas CRM.
Table of Contents
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Overview
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Prerequisites
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Step-by-Step Guide
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Use Cases
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Benefits
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Conclusion
Overview
In Kylas CRM, Reassign Deal allows you to transfer ownership of a deal from one user to another within your organization. This ensures that the right person is always responsible for follow-ups and deal progression.
This feature is especially useful for team transitions, workload balancing, or when a deal needs a different specialist to handle it.
Prerequisites
Before you can reassign a deal:
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You must have the “Reassign Access” permission enabled for Deals in your user role.
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You must be logged in to Kylas CRM.
If you do not see the “Reassign” option, please ask your admin to provide the required access.
Step-by-Step Guide to Reassign a Deal
Follow these quick steps:
Step 1: Log in to Kylas
Step 2: Navigate to the Deal Section
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From the left menu, click on Deals.
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You will land on the Deal Listing Page.
Step 3: Locate the Deal You Want to Reassign
Each deal in the listing page shows an options menu (three dots ⋮) next to it.
Step 4: Click the Three Dots (⋮)
Next to the specific deal, click on the three dots menu.
Step 5: Select “Reassign”
In the options shown, click Reassign.
Step 6: Choose the User to Assign the Deal To
A popup will appear allowing you to choose a user from the organization.
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Select the user you want to transfer the deal to
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Click Reassign
The deal will now be reassigned to the selected user.
Use Cases
| Use Case | Description |
|---|---|
| Employee transition | When a salesperson leaves the company or changes teams. |
| Workload management | To distribute leads among team members for better balance. |
| Specialist handling | Some deals may need product or industry specialists. |
| Temporary unavailability | If a user is on leave, deals can be reassigned for timely follow-ups. |
Benefits
| Benefit | Description |
|---|---|
| Improved efficiency | Ensures the right user handles the right deal. |
| Better team collaboration | Easy handover of responsibilities. |
| Maintains business continuity | No deal gets stuck due to user absence. |
| Streamlined workflow | Quick access to reassign from the listing page saves time. |
Conclusion
The Reassign Deal feature in Kylas CRM helps maintain smooth sales operations by ensuring deals are always assigned to the appropriate team member. With just a few clicks, you can transfer ownership, boost productivity, and enhance customer follow-ups.
If you have the right access, reassigning deals becomes a simple and powerful tool for effective sales management.
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