What is a deal team?
Freshsales enables multiple users to work on the same deal. For instance, in a company, a deal is closed in collaboration with multiple users such as account manager, sales representative, solution engineer, legal advisor, etc. Any sales rep who is part of a deal has the same access as the owner of the deal. Similarly, you can also create teams for leads, contacts, and accounts.
How to set up a deal team?
Go to Admin Settings > CRM Settings > LEAD, CONTACT, ACCOUNT, DEAL TEAM SETTINGS
- Enable the option ‘Enable teams for leads, contacts, accounts, and deals’
- Click on Add/Edit titles to define users who would be part of a deal team
How to assign users to a deal?
Deal teams can be assigned both manually and automatically.
Permission to assign deal team
To assign team members, the user should have permission to assign records. This can be configured under Admin Settings > GENERAL SETTINGS > Roles > Actions > Assign records
Assign users to a deal manually
Once the deal team option is enabled, you will now be able to see the respective deal team section under each module.
Click on Add team members to add existing teams or users to the deal.
Assign users to a deal automatically
You can also automatically add users to the deal using workflows that run based on set conditions.
How to use a deal team?
A Deal team gives ownership of the deal to all the deal team members
You can filter the deal teams using the filters in each module.
Search for lead team/contact team/deal team/account team in the filter
Now search using the name of the user in the deal team.