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How to Assign and Re-assign Deals and Leads in Your Sales Pipeline
CRM
Discover the art of assigning and re-assigning deals and leads in your sales pipeline—crucial for team collaboration and sales growth.
1
Navigate to Your Sales Pipeline
1
Log in to your Pipedrive account
2
Click on the "Deals" tab in the navigation menu to access your sales pipeline
2
Locate the Deal or Lead to Assign
1
Review your list of deals or leads in the sales pipeline
2
Identify the specific deal or lead that you want to assign to a team member
3
Assign a Deal or Lead to a Team Member
1
Click on the deal or lead that you want to assign. This will open the deal or lead details
2
Look for the "Owner" or "Assigned to" field within the deal or lead details
3
Click on the field to open a dropdown menu
4
Select the team member you want to assign the deal or lead to from the list of available users
5
Save or update the deal or lead to confirm the assignment
4
Re-assign a Deal or Lead
1
Locate the deal or lead that you wish to re-assign within your sales pipeline
2
Click on the deal or lead to open its details
3
Find the "Owner" or "Assigned to" field
4
Click on the field to access the dropdown menu
5
Select the new team member to whom you want to re-assign the deal or lead
6
Save or update the deal or lead details to confirm the re-assignment
5
Notify Team Members (Optional)
If necessary, use your team's communication channels (e.g., email, messaging apps) to notify the team member about the re-assignment
6
Monitor Assigned Deals and Leads
1
To see all deals or leads assigned to a particular team member, access the sales pipeline or deals list
2
Use filters or search options to display only the deals or leads assigned to that team member
Effective deal and lead assignment powers your sales engine. Keep your pipeline flowing smoothly and boost your business's success.
