Did you receive a Deal on the Bonterms Platform and are the wrong person at your company to complete it?

You can quickly change ownership of the Deal and assign it to the correct person at your company to act on and complete the Deal on Bonterms (without having to create an account).

If you would like to add team members to the deal in a View Only capacity, please refer to our Add Viewers to a Deal as a Recipient Article.

To change ownership, follow the below steps:

1. Click the 'Deal Team' button on the top-left of the Platform.
2. In the modal that appears, click on 'Owner  >'
3. Enter the email of the person you would like to assign Deal Ownership to (and add an optional comment if you want).
4. Click 'Confirm Transfer'
5. Once re-assigned, you will now change to a Viewer Role for this Deal.

Updated May 22, 2024 22:34