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How to Assign a Deal to a Team Member in Agile CRM

How to Assign a Deal to a Team Member in Agile CRM

Updated on:

November 10, 2025

Here’s how to assign a deal to a team member in Agile CRM efficiently :

Click the Deals tab from the left sidebar.
Select the Deal you want to assign.
Click the Edit Deal.
In the Owner field, choose the team member to assign the deal to.
Click Update to apply the changes.

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