Editing
Deal owners
(section)
Jump to navigation
Jump to search
Warning:
You are not logged in. Your IP address will be publicly visible if you make any edits. If you
log in
or
create an account
, your edits will be attributed to your username, along with other benefits.
Anti-spam check. Do
not
fill this in!
== Introduction == The '''Deal Owners''' feature in ActiveCampaign allows for tailored visibility within your sales processes. Specifically designed for teams utilizing the deals aspect of sales engagement, this feature ensures that each deal owner can only see deals that are directly assigned to them. This capability is crucial for maintaining focus and privacy regarding specific sales assignments. It not only enhances productivity but also optimizes the management of deals within the pipeline. By restricting access to deals assigned to others, organizations can prevent confusion and ensure that team members work on their assigned deals without distractions. This feature is particularly relevant for managing contacts and accounts efficiently, thus improving overall sales effectiveness.
Summary:
Please note that all contributions to Activepedia may be edited, altered, or removed by other contributors. If you do not want your writing to be edited mercilessly, then do not submit it here.
You are also promising us that you wrote this yourself, or copied it from a public domain or similar free resource (see
Activepedia:Copyrights
for details).
Do not submit copyrighted work without permission!
Cancel
Editing help
(opens in new window)
Navigation menu
Personal tools
Not logged in
Talk
Contributions
Create account
Log in
Namespaces
Page
Discussion
English
Views
Read
Edit
Edit source
View history
More
Search
Navigation
Main page
Recent changes
Random page
Help about MediaWiki
Tools
What links here
Related changes
Special pages
Page information