The transfer of responsibility within SprintHub is essential to maintain organization and continuity of support and opportunities. In this tutorial, I will show you step by step how to make this change in a simple and quick way.
Step by Step
Go to System Settings
In the CRM main menu, click Settings and then Users.
Select the User for whom you want to make the change and click the icon
Select the new responsible person and check the confirmation option. Click the "Transfer" button to complete the action. You will see the confirmation message at the end of the transfer.
Conclusion
By following these steps, the chosen new user will become responsible for the opportunity, ensuring that all information is properly directed. This feature is essential to optimize process management and avoid communication failures between teams.
Now that you have learned how to make this transfer, you can apply this knowledge to keep your CRM always up to date and organized! 🚀
