Allocating Deals

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I’ve created a deal but it has now been assigned to someone else (as Hubspot owner), however, it still shows in my deals pipeline and doesn’t show one the new owner of the deal.

 

this is causing some confusion when filtering the deals by my deals as I can't see all the deals that have been assigned to myself

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Esteemed Advisor | Platinum Partner

Hi @andrewinfinity,

 

Just sent a private message. Let me know if you want to hop on a screenshare. This may tie back to settings, but it would be easier to see how it's set up.




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Josh Curcio

HubSpot support and inbound marketing for OEMs, contract manufacturers, and industrial suppliers.
HubSpot Platinum Partner & HubSpot Certified Trainer

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