Assign Opportunity to a User

Assign Opportunity to a User

Mobile App

Through an Opportunity

  1. Find an Opportunity and tap it
  2. Tap Edit Details
  3. Tap Assigned to User
  4. Select a User
  5. Click Confirm



Through an Asset

  1. ​Find an Asset
  2. Select Opportunity tab
  3. Click Current Opportunity
  4. Click Edit Details
  5. Tap Assigned to User
  6. Select a User
  7. Click Confirm




Browser App

Through an Opportunity

  1. ​Find an Opportunity and click it
  2. Under "Assigned to User," select a User
  3. Click Save




Through an Asset

  1. ​Find an Asset
  2. Select Opportunity tab
  3. Click Opportunity
  4. Click Edit Details
  5. Under "Assigned to User," select a User
  6. Click Save