Assign records to a user or team (Sales Professional)

If you would like another person in your organization to handle an account or contact for you, you can assign the record to that person.

You can also assign a record to a team, or to yourself.

  1. In the site map, select Accounts or Contacts.

  2. In the list of records, select the record that you want.

  3. On the command bar, select Assign.

  4. In the Assign dialog box, select the Assign to box to switch between Me and User or Team.

    Assign Opportunity dialog box

  5. If you have chosen to assign to User or Team, then in the User or team field, select the Lookup icon to select a user or a team.

  6. Select Assign.

See also

Learn the Basics
Overview of Dynamics 365 Sales Professional