See your Team's Deals

To see all your team member's deals, switch the "Include Team Deals" button to "YES".

You will then have a view of all your member's respective deals.

Note that you can change "Deal's Ownership" by dragging the deal and dropping it into another team member stage in their pipeline. Any changes you make will be automatically saved for the next time you load the page.

For example, lets say Demo wants to pass "Test Deal 3" in stage "Offer Made" to Hank in stage "Initial Consultation". All Demo has to do is drag the deal and drop it in the stage he chose in Hank's pipeline.

 You can also Edit, Mark "Win" or "Lost", and Remove your team members 's deals.

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