Bonterms Help Center

Change/Reassign Recipient Owner after Sending out a Deal

Did you send out a Deal to an incorrect Recipient or they asked to reassign the Deal to someone else within their Organization?

Senders can easily reassign and transfer Ownership of a Deal on the Recipient side by following the below steps:

  • Click into the Deal that you would like to change the Recipient Owner.
  • Click the 'Deal Team' button on the top-right of the Platform.
  • In the modal that appears, scroll down to the 'Counterparty' section and click the 'Owner' button. 
  • Enter in the new Recipient's email address to transfer ownership.
  • Click 'Confirm Transfer'

Change_Recipient_Ownership.gif

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