Shared guide

How to transfer deal ownership

Learn how to efficiently transfer deal ownership in just a few simple steps.

victoriaworkflowsvictoriaworkflows
·5 steps·67 views·Published

Learn how to efficiently transfer deal ownership in just a few simple steps. This guide walks you through the process, from selecting the deal to saving the new ownership assignment.

Step-by-step Guide5 steps

  1. Click BMX deal

    Click BMX deal
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  2. Click on "Click here."

    Click on "Click here."
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  3. Click open menu

    Click open menu
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  4. Click Kayla D

    Click Kayla D
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  5. Click Save

    Click Save
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