How can I share a registered deal and assign ownership?

Introduction:

In this article, we will explore how you can efficiently share registered deals and assign ownership within your management system. This guide will assist you in navigating through the necessary steps with clarity.

Navigating to Deal Registration:
Click on Manage> Deal Registration> Deal Registration Request

Creating a New Deal:

Click on the ‘Create Deal Request’ button to create a new deal.

Accessing the Deal Details:

After creating the deal, click on the specific deal you want to manage.

Utilizing the 'More' Dropdown:
Within the deal details, find the 'More' dropdown menu and click on it.

Selecting the Sharing Option:

From the dropdown, choose the 'Sharing' option.

Assigning Ownership:

Select a user to take ownership of the deal. Save the changes to confirm the new owner.

Verifying Ownership Transfer:

Navigate to the assigned user's profile to confirm the ownership transfer. The new owner now has the authority to share or delete the deal.

Sharing with Organizations:

1. Select any approved deal.
   
2. Click on 'Sharing' and choose 'Organization.'
   
3. This process is consistent for all other tabs seen on the sharing page.
   

Please note that you can only assign ownership in the users tab, and in other tabs, you can only share the deals.

Conclusion:

By following these steps, you can seamlessly share registered deals, assign ownership, and manage permissions within your system. This streamlined process enhances collaboration and ensures a smooth workflow for dealing with various types of deals – be they approved, rejected, or shared with specific entities.

Saving Dashboard:

After making modifications, save the dashboard by clicking the save button.

Confirm customization by clicking "Yes" when prompted.

Verify Changes:

1. Check the customized dashboard on the dashboard page for the selected persona.
   
2. Confirm that the layout and modifications align with the changes made on the Admin page.

Conclusion:

This comprehensive guide ensures a smooth and informed customization of V5 Dashboard Personas. Users can leverage the flexibility of V5 to create personalized and efficient dashboards, enhancing their overall experience with Mindmatrix.

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