PipelineDeals Help Center
We have a few different ways to reassign deal ownership. Please keep in mind that you may have limitations on the list of usernames that appear in the drop-down, depending on your user role. For questions regarding your user role, you will need to work with the Administrator of your PipelineDeals account.
Reassigning Deals from the Deal Profile Page
To reassign a deal to another user from the deal profile page, click on the current owner's name and choose a name from the drop-down menu. The new owner will receive an email notification that a new Deal has been assigned to them in PipelineDeals.
We also have a section called
Don't see who you're looking for? Add a new user
This will allow you to invite someone within your company who is not currently using PipelineDeals to become a new user.
You can also press Edit Deal on the top left portion of the screen and select the new deal owner from the drop-down.
Reassigning Deals from the Deal List-View
You can also reassign individual Deals in list view by clicking on the owner cell in the list-view and selecting a new owner from the drop-down menu.
You can also reassign Deals in bulk by selecting them using the checkboxes on the left hand side and clicking on the "Reassign" button. You'll be able to select the new owner from a menu after doing so.