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Assigning deal owners

Easily assign or change the owner of any deal

Updated over 3 months ago

When adding a new deal

  1. Whenever you add a deal manually, a modal will open.

  2. The deal will be automatically assigned to you.

  3. To change the owner, use the dropdown where it says Owner.

Changing the owner of an existing deal

  1. On the left sidebar, go to Deals.

  2. Find the column Owner.

  3. On the deal where you want to change the owner, click the current owner’s name.

  4. Select the new owner from the dropdown.

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