Sales Team Collaboration
Assign, share, and collaborate on deals across your team.
Overview
As a team grows past one person, deal ownership and visibility become critical. This lesson covers assigning deals to reps, @mentioning teammates on activity notes, and setting up shared views by territory or product line.
Lesson Details
You'll also configure notification rules so managers see high-value deal movement without being flooded by every minor update.
What You'll Do in This Lesson
Assign deal ownership rules by territory, source, or round-robin. Use @mentions on activity notes to loop in teammates without leaving the deal. Set manager notifications to trigger only on high-value deal stage changes.
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