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How to Assign a Salesperson to a Deal?

How to Assign a Salesperson to a Deal?

This article details how to assign/change Salesperson info on a customer's Deal Card.

Written by Kennedy Smith

Updated over 6 months ago

1. Find the desired Deal Card

Find the desired Deal Card

2. Click on the purple name

Click on the purple name

3. Scroll down, and click on Edit Deal Details

Scroll down, and click on Edit Deal Details

4. Click on the Salesperson drop-down menu

Click on the Salesperson drop-down menu

5. And select the desired Salesperson

And select the desired Salesperson

6. Click on Save

Click on Save

7. And returning back to that Deal Card

And returning back to that Deal Card

8. Clicking on Edit Deal Details again

Clicking on Edit Deal Details again

9. That salesperson has been successfully updated!

That salesperson has been successfully updated!

If the company owner would also like that appointment and Deal visible to them, you'd need to assign this Deal to both names.