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

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

Updated on:

November 17, 2025

Here’s how to allocate a deal to a team member in Agile CRM to improve sales :

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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