For brands, agencies and teams

How do I deactivate, reactivate, or reassign a deal?

Short answer

Use the deal’s actions to change its owner or active state.

Steps

  1. Open the deal or campaign list.
  2. Choose the available reassignment, deactivate, or reactivate action.
  3. Select an eligible teammate when changing ownership.
  4. Reopen the deal and check its status and next action.

Tell the new owner what needs attention. Deactivating a deal is not deleting it, and moving work to Completed is not confirmation of payment.

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