Learn how to manually assign a user to a Team Role on a lead or deal.
Contents
Prerequisites
Know how to create a team role.
Assigning a team role
Open a lead or deal.
Scroll down to the Assigned Team / Team Roles widget in the sidebar.
Click the pencil icon.
Go to the Team Roles box.
Go to a team role and click the user icon. Select a name on the drop-down menu. BrokerEngine adds that user name to the card and auto-saves the change.
