Auto-assigning deals to your team is a great feature that allows you to be even more efficient. 

You can either decide to create a team as assignees or assign all new deals to a specific person. 

Here's how to set it up : 

  1. Navigate to Settings > My Account > Assign Deal
  2. In the first dropdown you can choose whether to assign all new deals to a specific person or a team. 
  3. You will either be shown a list of users in the account or teams, depending on which option you choose. 
  4. Once you click save, that will be active immediately.

Please bear in mind that the auto-assign deal feature only applies to deals that are added from Forms or through our API.