How do I change the owner of a deal in my active case pipeline?

Smart CRM & Sales Hub CRM
1

How do I change the owner of a deal in my active case pipeline?

Thanks

2

Hi @jasonelang,

You should be able to change the owner by clicking on the current owner’s name when viewing the deal. It should give you options from there to choose the new owner.

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HS-Change-Owner.PNG383×239 6.94 KB

3

The HubSpot owner was not a field that was listed, so I had to click on View, and then All Properties, and then fiend the HubSpot owner in the right hand column, and then change it from there. Do you know how I make the default to show the HubSpot owner in my system, just like it is in yours?

Thanks

4

Hi @jasonelang

You can customize the properties in your About card by following the instrcutions here.

Thank you,

Ed