Once you've added your team to your company, those team members can create and manage their own projects, including assigning projects or incoming inquiries to them. They'll be able to access the project through their own pipeline and have full control over it.
📚 Tip
This article covers manually assigning projects to team members. You can also automatically assign new inquiries that come in via contact or lead form to your team members.
Assign project from pipeline
From the navigation menu, select Projects
Find the project you want to assign to a team member
Select the Options icon > Assign to team member
Select what team member will get assigned this project > DONE
From here, the project will appear on that team member's pipeline. Your team member will receive an email notification of the assignment, along with a link to the project for easy access.
📣 Note
Reassigning a project to another team member will remove the original project assignee from the project. If the original project assignee should still be involved in the project, they'll need to be added as a participant.
Assign project from project workspace
Use the search bar to find the project you want to reassign
You can also select Projects from the navigation menu and select what project you want to reassign
Select the three-dot icon > Assign to team member
Select what team member will get assigned this project > DONE
From here, the project will appear on that team member's pipeline. Your team member will receive an email notification of the assignment, along with a link to the project for easy access.
📣 Note
Reassigning a project to another team member will remove the original project assignee from the project. If the original project assignee should still be involved in the project, they'll need to be added as a participant.
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