1 min read
Add or remove deal assignees
The deal is associated with the selected assignee list.
Before you start
- Access to Pipeline and the deal to view or update.
Step by step
Open the deal card and find Assignees.
Click Assign owner or Add assignee.
Select the people who should handle the deal; you can keep more than one.
To remove someone, use the X beside their name or deselect them in the picker.
Check the names remaining on the card.
Click outside the picker or Adicionar responsável (Add assignee) again to close it. Additions and removals are saved immediately; closing does not undo them.
Check your result
The deal is associated with the selected assignee list.
What you need to know
- The first assignee is used as the primary assignee by filters and legacy features.
- Assigning a deal does not change team access permissions.