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How to Change the Owner on an Offer
How to Change the Owner on an Offer

Need to reassign an offer? Just follow the steps below!

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Written by Joe Griffin
Updated over a week ago

If you need to change an offer or offers to a different person in your company, this can easily be done right from the Offer by following the steps below.

  1. From your Offers dashboard, click on the offer you would like to reassign

  2. Click on the Actions dropdown menu at the top right, just below the View Offer button

  3. From the dropdown menu, select "Change Owner". You will then see a popup window labeled "Update this Offer owner"

  4. In the popup window, select from the dropdown the person you would like to assign the offer to

  5. Click the "Update Owner" button to complete the transfer to the new owner

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