Need to transfer a deal to another sales rep? It’s a quick and easy process:
Open the deal.
Next to the customer's name, click the three dots (⋮) and select "Deal Details."
In the Deal Details section, locate the current sales rep’s name.
Click on the sales rep’s name to open a dropdown list.
Select the new sales rep from the list.
Click "Save Changes" to complete the transfer.
The deal will now be reassigned to the selected sales rep.