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How to automatically assign a team member to new deals and turn on deal notifications
How to automatically assign a team member to new deals and turn on deal notifications

Automatically assign new deals to a specific team member or multiple team members and turn on email notifications going to your team email

Marnie George avatar
Written by Marnie George
Updated over a week ago

Deal Assignment

If a client creates an application using the Team Application Links instead of being invited directly, that deal will be assigned to a designated team member(s), and they'll be notified right away. 

This can happen if you've put your Team Application or Team Referral Links on your website to capture leads, or if you've given the link out.

To change the designated team member automatically assigned to new deals

visit your Team Settings->Deal tab> Deal Assignment.

To add team members, click into the box, select their name and Save team members.

To remove, click the x beside their name.

Deal Notifications

To activate/turn on emails for all Deal Notifications, click Yes and Save Notifications Settings.

If you want to change the email displayed, please go to your Team Settings

tab->Team Profile or click here.

For additional questions, please contact support@finmo.ca

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