Assign a Team Role to a Lead or Deal

Learn how to manually assign a user to a Team Role on a lead or deal.

Contents

Prerequisites
Assigning a team role
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Prerequisites

Create your team roles

Assigning a team role

1. Open a lead or deal card

2. Expand the Overview section on the left hand sidebar

3. Click Team 

4. In the centre pane select the Team tab. Your team roles display.

5. Assign users within your broker to the appropriate team roles for this deal to delegate responsibility. 

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