How do I assign a deal owner?

When a deal is created, it is automatically owned by the selected account (in the top left corner of your menu). If you wish to transfer ownership of a deal, you can select a deal, click a the manage team icon and then select ‘Set As Deal Owner’ to anyone who has been invited to the deal.

Follow the steps below to Set A Deal Owner:

Step 1: Click into a deal from the deal tracker page.

Step 2: Click on the "manage team icon" aka the "person icon" on the top left. 

Step 3: From there you can “set as deal owner” which means that the custom deal stages associated with the deal owner will appear in the custom deal stage selector. 

Note: If you are not the deal owner, then you cannot create custom deal stages.

Pro Tip: Designate your one deal owner, and empower them to own the deal pipeline and custom deal stages process.

Step 3: OR you can "remove the deal owner" which means this person will no longer see this deal.