Changing a deal owner does not change the deal task assignee

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Introduction

Changing the owner of a deal in ActiveCampaign is an essential feature that allows users to manage personnel responsibilities effectively within their pipelines. However, it is important to understand that changing the deal owner does not automatically transfer the associated deal tasks to the new owner. This behavior may lead to confusion if users expect all related tasks to follow the deal owner change.

This article explains the implications of changing a deal owner, how to manage associated tasks, and the expected behavior when making these changes. Understanding this functionality will help optimize the management of deals and tasks, ensuring that no important responsibilities are overlooked.

How to Access This Feature

To access the feature for changing a deal owner, follow these steps: 1. Log in to your ActiveCampaign account. 2. Navigate to the Pipelines section from the main dashboard menu. 3. Select Deal Management from the available options.

Once you are in the Deal Management area, you can manage your deals including changing the owner.

Step-by-Step Instructions

Here’s how to change a deal owner while ensuring associated deal tasks are properly managed:

1. **Navigate** to the deal you wish to change the owner for. 2. **Open** the deal by clicking on its name. 3. In the deal overview, locate the current deal owner information. 4. Click on the option that allows you to edit the deal owner (often designated by a pencil icon or similar). 5. **Remove** the current user assigned to the deal. This action will prompt an option to assign a new account user. 6. Select the account user you would like to assign as the new deal owner. 7. **Confirm** your selection to finalize the change of the deal owner.

If you also want to change the task assignments simultaneously, this process will give you the choice to assign the deal tasks to the new user.

Configuration Options and Settings

As you manage deal ownership, it is essential to be aware of how certain features interact:

- When changing the deal owner, the associated deal tasks will remain assigned to the previous owner unless you explicitly remove the current user tied to the deal. - To ensure both the deal and tasks are assigned to one user, removing the current assigned user is crucial.

By understanding these configurations, you can streamline the management of deals effectively.

Best Practices and Tips

1. **Communicate Changes**: Always notify team members when deal ownership changes occur, especially if significant tasks are involved. 2. **Consistent Updates**: Regularly review the ownership and task assignments to ensure that responsibilities are current and correctly attributed. 3. **Utilize Automation**: Consider setting up automations if available, to manage task assignments more efficiently when deals change hands. 4. **Training**: Ensure your team is trained on the implications of changing a deal owner and how it affects task management.

Common Use Cases with Examples

- **Sales Handoff**: When a salesperson leaves the team, their deals may need to be reassigned. If a deal is transferred, remember to remove the previous owner to reassign associated tasks effectively. - **Changing Responsibilities**: A manager decides to shift a deal to a different account exec. Upon doing so, they can remove the old user from the deal to ensure tasks are correctly reassigned at the same time.

By understanding these scenarios, users can promote a smoother transition of tasks alongside deal ownership changes.

Troubleshooting

If you encounter issues when changing the deal owner or managing tasks: - Ensure you are following the outlined steps accurately. - Verify you have the appropriate permissions to change deal assignments. - If problems persist, check if the feature is supported by your account plan; it may require a Plus, Professional, or Enterprise plan to access these functionalities.

FAQ

__Q1: What happens to tasks associated with a deal if I change the owner?__ A1: The deal tasks will remain assigned to the previous owner unless you specifically remove their assignment first.

__Q2: How can I ensure both the deal and tasks are assigned to the new owner?__ A2: You must remove the previous owner from the deal, which will then allow you to assign a single user to both the deal and its tasks.

__Q3: Are there any plans that do not support this feature?__ A3: Yes, you need a Plus, Professional, or Enterprise plan to access deal management features.

__Q4: Can I change the deal owner without affecting tasks?__ A4: Yes, you can change the deal owner independently, but the tasks will remain with the previous owner.

__Q5: What if I forget to reassign tasks after changing the deal owner?__ A5: You may need to go back and manually reassign tasks to ensure that responsibilities are clear.

__Q6: Is this functionality the same across all ActiveCampaign plans?__ A6: Some features related to deal management may vary by plan type, specifically with pipeline and task assignability.

__Q7: Where can I find more information about managing deals?__ A7: Additional information can be found in the relevant sections of ActiveCampaign's help documentation under Pipelines and Deal Management.

By understanding how deal ownership interacts with task assignments in ActiveCampaign, you can maximize efficiency and clarity in managing your sales processes. ```