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.

Last updated: February 2026 · Team Management

In This Article

1. Assigning a team role

Prerequisites

Create your team roles

Step-by-Step Guide

Step 1 — 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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