You can assign owners to companies in the CRM. Assignees are your team members who have access to the Tracxn platform
Here's how you can assign owners to deals:
Add assignees while adding companies to the CRM
When adding companies to the CRM, you have the ability to assign owners from within your company. In the "Assign To" section, as you type the name of an assignee who has access to the Tracxn subscription, their name will appear as a suggestion.
Read this article to learn more about adding companies to the CRM.
Note: You can add multiple assignees to one deal
Add/ update assignees from the company's CRM page
Click on the Company card from the Deal Flow CRM page to which you want to update the assignee.
This will open the CRM section of the Company profile.
On the right hand side, under the ‘Assigned To’ field, search & add any team member(s) to the deal.
Filters on 'assignee's
You can choose to only view the deals that are assigned to you. You can also view deals based on the assignee
Here's how you can do it:
View deals that are assigned to you
You can readily view all the deals assigned to you from 'My deals' tab in the CRM pipeline view
View deals that are assigned to select users
Use 'Assigned to' quick filter to view deals that are assigned to select users