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 :
- Navigate to Settings > My Account > Assign Deal
- In the first dropdown you can choose whether to assign all new deals to a specific person or a team.
- You will either be shown a list of users in the account or teams, depending on which option you choose.
- 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.