Bonterms Help Center

Change the Owner of the Deal (As a Recipient)

If the sending party has sent you a deal that should have been sent to another person in your organization, you have two options: 

  1. Contact the sending party and ask them to resend this deal to the appropriate contact. The sending party's email address will be in the email that you received. Your sending party will need the new owner's name and email address. 
  2. You can also add team members to your Deal by creating a Free Account and then Add Team Members to your Deal to help you review and approve the deal. This option will allow you to retain ownership of the deal, but allow for other team members to assist in the completion of it.

 

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