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Assignees (Deal Flow CRM)
MyAnalyst avatar
Written by MyAnalyst
Updated over a year ago

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 β€˜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

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