To assign a team member to a deal in Taskip, follow these steps:

1. Create a New Deal #

• First, ensure that you have created a deal. You can do this by going to the Sales Pipeline, clicking + Add New, and filling in the necessary details like deal name, deal amount, and description.

2. Assign Deal Owner #

• When creating the deal, you’ll see a field for Deal Owner. This is where you assign the team member responsible for the deal. Simply click on the Deal Owner dropdown, and select the team member from the list (e.g., Sharifur Rahman).
• Deal Owner will have full responsibility for managing the deal. You can assign them based on their role or the stage the deal is in.

3. Edit Existing Deal #

• If you want to change the deal owner after creating the deal:
  1. Go to the Sales Pipeline.
  2. Find the deal and click the three dots (•••) next to the deal name.
  3. Select Edit from the dropdown menu.
  4. Update the Deal Owner field by selecting a different team member.

4. Save the Changes #

• After selecting the team member, click Save to apply the changes to the deal.

Insight: #

Assigning the right team member to a deal helps in managing responsibilities clearly, tracking progress, and ensuring that the right person handles the deal from start to finish. It also allows for better accountability and collaboration within your team.