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

SOLVE

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

Thanks

2 Accepted solutions

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

SOLVE

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.

Did this post help solve your problem? If so, please mark it as a solution.

Josh Curcio

HubSpot support and inbound marketing for OEMs, contract manufacturers, and industrial suppliers.

HubSpot Platinum Partner & HubSpot Certified Trainer

Schedule a Meeting with Josh

View solution in original post

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

SOLVE

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

Thank you,

Ed

Did my post help answer your query? Help the Community by marking it as a solution

View solution in original post

3 Replies 3

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

SOLVE

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.

Did this post help solve your problem? If so, please mark it as a solution.

Josh Curcio

HubSpot support and inbound marketing for OEMs, contract manufacturers, and industrial suppliers.

HubSpot Platinum Partner & HubSpot Certified Trainer

Schedule a Meeting with Josh

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

SOLVE

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

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

SOLVE

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

Thank you,

Ed

Did my post help answer your query? Help the Community by marking it as a solution

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