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Reassign Deals

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Maria Herrell
Updated 3 hours ago
Easily transfer deal ownership to another team member in Pipeline CRM. This guide covers how to reassign deals from both the Deal Profile page and the Deals list view, including options for bulk reassignment.

Before You Begin

Make sure you have the right permissions to reassign deals. If you can't find the user you want to assign a deal to, your user role might have some restrictions. If you’re not sure, check with your account admin.
Click here for more information on User Management.​

How to Reassign a Deal from the Deal Profile Page

  1. Open the Deal Profile page for the deal you want to reassign.
  2. Locate the Owner field.
  3. Select a new owner from the dropdown menu.

How to Reassign Deals from the Deals List View

Reassign an Individual Deal

  1. Go to the Deals list view.
  2. Click the owner cell for the deal you want to reassign.
  3. Choose a new owner from the dropdown list.


Reassign Multiple Deals (Bulk Reassign)

  1. Select the deals you want to reassign using the checkboxes on the left.
  2. Click More > Reassign.
  3. Select the new owner from the list.

Need help? Contact support at [email protected]. 
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