How do I assign a deal to another TIEIT user?

If you wish to change the assignee (transfer ownership) of a deal, please follow the instructions below.

1. Hover over the CRM icon on the left side panel and select Deals. On the deal listing page, select the name of the deal you would like to edit.

2. You will be led to the deal details page. There are two ways you can change the assignee.

Change Assignee on the Deal Page Side Panel

You can change the deal assignee on the left side panel by hovering over the Deal Assignee section. A pencil icon will appear when you hover over this area.

Change Assignee on the Details Tab

Select the Details tab. Under the Deal Info section, you will see a pencil icon on the top right of that section. Click this to edit.

3. Select the assignee and save.

Selecting and Saving Using the Side Panel

Select the user from the drop-down menu and click the checkmark button to save.

Selecting and Saving in the Deal Info Section on the Details Tab

Select the user from the drop-down menu and click the save button.