ActiveCampaign Forum

How do I create new Deal Owners?

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

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!