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Changing the Owner of your Offer
Changing the Owner of your Offer

Here's how

Nicole Preston avatar
Written by Nicole Preston
Updated over 3 months ago

Changing the owner of an Offer allows you to easily transfer responsibility and management to another team member. This feature ensures seamless continuity and accountability, especially when there are shifts in roles or project oversight. It simplifies collaboration and keeps your offers up to date with the right point of contact.

Here's how it works:

  1. Head to your Offer.
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  2. Under the Actions Menu, select Change owner
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  3. Select the desired Owner for the specific Offer. If you'd like your whole team to access the Offer, you can select UNASSIGNED.
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