How do I create new Deal Owners?

greatnessmagnified
edited September 2020 in Deals & CRM

I cannot find the “how do” about switching deal owners and adding more. Do you have instructions for this? Thanks.

Comments

  • CommunityAdmin
    CommunityAdmin Community Manager
    edited September 2020

    Hey @greatnessmagnified, great question! You can edit a deal owner by selecting the deal you wish to edit, then in the section that says ‘Deal Owner’, click on the current owner’s name and a drop down with possible deal owners will appear. You can add a new Deal Owner to the account by adding a User in your settings. Hope this helps!

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