Skip to main content

[Sales Assist] Transfer ownership of your Streams to a teammate and more!

We're excited to announce new updates to Sales Assist!

Transfer your Stream to a Teammate

Collaborating with a teammate or transfer an opportunity to them? It's now super easy to transfer a Stream to another member of your team. When managing a Stream you'll see a new dropdown option for "Transfer to Teammate". 

Search Templates

Is that list of templates getting a little cumbersome to select from? Well, no more! You can now easily search through templates. As well, if your administrator configured one, a default template will be preselected.


Want to learn more about Sales Assist? Request a demo today! 

About the Author

Yoav Schwartz is a co-founder of Uberflip and spent 11 years as CEO where he drove the mission, vision, and goals of the company.

Profile Photo of Yoav Schwartz