How to reassign negotiation ownership?
SummaryA category manager may decide to leave the organization and you may want to reassign the negotiation ownership for the negotiations owned by the category manager to someone else.
In such a scenario, you can use 'Reassign Negotiation Owner' functionality to delegate negotiation ownership to another employee. Following steps will help you achieve this.
- Navigate to 'Manage Negotiation' page.
- Search and select the negotiation where you want to reassign negotiation ownership.
- Click 'Action'.
- Click 'Reassign Owner' link.
- Reassign Owner popup window will open. Here you can assign negotiation ownership to a new owner.
- Click OK button to save your preferences.