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Assign a Team Role to a Lead or Deal
Assign a Team Role to a Lead or Deal

Delegate responsibilities on a lead or deal

Will Swayne avatar
Written by Will Swayne
Updated over 7 months ago

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

  1. Open a lead or deal.

  2. Scroll down to the Assigned Team / Team Roles widget in the sidebar.

  3. Click the pencil icon.

  4. 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.


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