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Can I assign a DEAL to a team member from OCM?

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Occasional Visitor

I'd like to funnel a Contact to a sales member to pursue an opportunity to create a deal or at least discover the deal.  

1 Reply
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Hello Jcastro28,

 

Actually, when you create the deal and share it, the member of that group will automatically see this shared deal.

2019.2.19.1.png

May I know if you do it like that?

 

Regards,

Rudy