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'
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