Available now
A new Deal Transfer process is live in HubSpot, giving reps a formal way to request a change of deal ownership.
What's changing
Previously, changing who owns a deal required sending a Slack notification and then back-and-forth to understand the who and why. Now there's a built-in process for it, right on the deal itself.
How it works
1. Submit the request — From the Deal record in HubSpot, submit a Deal Transfer request.
2. Sales management reviews it and responds with one of three outcomes:
- Approved — the deal owner updates automatically, no further action needed.
- Rejected — the requester gets a notification that the transfer was not approved.
- Needs More Info — the requester gets a notification and will need to re-submit the request with additional details.
*For a step-by-step please go here*
Why this matters
This gives everyone a clear, trackable way to request and approve ownership changes instead of handling it ad hoc.
Questions?
Reach out to #hubspot in Slack if you run into issues with a request or want more detail on the process.