--- title: Deal Transfer Process description: Deal Transfer Process --- [Skip to content](https://go.slide.tech/knowledge-base/deal-transfer-process#main-content) English Show submenu for translations [![](https://go.slide.tech/hs-fs/hubfs/slide-logo_full-color-dark.png?width=184&height=50&name=slide-logo_full-color-dark.png)](https://go.slide.tech/knowledge-base?hsLang=en) Open main navigation Close main navigation - English Show submenu for translations How can we help you? - There are no suggestions because the search field is empty. 1. [Knowledge base](https://go.slide.tech/knowledge-base?hsLang=en) 2. [Features](https://go.slide.tech/knowledge-base/features?hsLang=en) September 15, 2026 # Deal Transfer Process This guide walks the sales team through HubSpot's new Deal Owner Transfer feature — a self-service workflow that lets a rep request that a deal be reassigned to a new owner, routes it for approval, and automatically updates the Deal Owner field if approved. #### **Overview: The 3-Stage Process** Stage 1 — Request: The deal owner (or a rep on their behalf) marks the deal as needing a transfer and fills in who the new owner should be and why. Stage 2 — Approval: A manager/approver reviews the request on the auto-generated Transfer Request card and sets a status: Approved, Rejected, or Needs More Info. Stage 3 — Auto-Update: If approved, HubSpot automatically updates the Deal Owner field to the requested new owner. No manual re-assignment step is needed.   **Stage 1: Submitting a Transfer Request** *Do this on the Deal record you want to reassign.* STEP 1 - Open the About Deal card and set Request Transfer to Yes On the deal record, find the About Deal card in the left-hand panel. Locate the *Request Transfer *property and change it from the default to Yes. ![Screenshot 2026-09-14 at 5.47.45 PM](https://go.slide.tech/hs-fs/hubfs/Screenshot%202026-09-14%20at%205.47.45%20PM.png?width=246&height=518&name=Screenshot%202026-09-14%20at%205.47.45%20PM.png) STEP 2 - Fill in Requested By A new set of Dependent properties appears. Start with Requested By — select the name of the rep submitting the request. STEP 3 - Fill in Requested New Owner Next, set Requested New Owner to the person the deal should be transferred to. Start typing a name to search the owner list. STEP 4 - Enter a Transfer Reason Fill in the Transfer Reason field with a short explanation for the transfer (e.g., “Rep left the team,” “Territory realignment,” “Account reassignment”). This field is required and is visible to the approver. ![Screenshot 2026-09-14 at 5.47.59 PM](https://go.slide.tech/hs-fs/hubfs/Screenshot%202026-09-14%20at%205.47.59%20PM.png?width=256&height=603&name=Screenshot%202026-09-14%20at%205.47.59%20PM.png) STEP 5 - Confirm your changes saved HubSpot saves each property automatically as you fill it in — watch for the green confirmation toast at the bottom of the screen (e.g., “3 changes saved”). No separate Submit button is required.   **Stage 2: The Transfer Request Record** Once the fields above are saved, HubSpot automatically creates a Transfer Request card on the deal record (it appears just below About Deal) and sends a Slack notification to the approvers for review. This is the record an approver will use to review and action the request. STEP 6 - Locate the Transfer Request card Scroll down on the deal record to find the new Transfer Request card. It mirrors the information submitted in Stage 1 and adds one new field: Transfer Status, which defaults to Pending. ![Screenshot 2026-09-14 at 5.12.41 PM](https://go.slide.tech/hs-fs/hubfs/Screenshot%202026-09-14%20at%205.12.41%20PM.png?width=297&height=499&name=Screenshot%202026-09-14%20at%205.12.41%20PM.png) STEP 7 - Approver sets the Transfer Status The approver (manager or deal owner's manager) opens the Transfer Status dropdown and chooses one of three options: \- Approved — the transfer is authorized and will apply automatically (see Stage 3). \- Rejected — the transfer is denied. \- Needs More Info — sent back to the requester for clarification. STEP 8 - If Rejected or Needs More Info: comments/feedback will be left Choosing Rejected or Needs More Info reveals a required Comments/Feedback field. The approver must explain the decision here so the requester knows what to fix or why the request was denied. \*If Needs More Info is selected, the requester will need to re-submit the request by starting at Step 1   **Stage 3: Approval Triggers the Ownership Change** STEP 9 - Approved status updates Deal Owner automatically When the approver sets Transfer Status to Approved, HubSpot automatically updates the Deal Owner field on the deal (in the About Deal card) to the person listed in Requested New Owner. Also, a Slack notification will be sent to the requester with the updated information. No manual re-assignment is needed — the deal now belongs to the new owner. ![Screenshot 2026-09-14 at 5.19.59 PM](https://go.slide.tech/hs-fs/hubfs/Screenshot%202026-09-14%20at%205.19.59%20PM.png?width=670&height=178&name=Screenshot%202026-09-14%20at%205.19.59%20PM.png)   **Video Reference**   - [Features](https://go.slide.tech/knowledge-base/features?hsLang=en) - [Support](https://go.slide.tech/knowledge-base/support?hsLang=en) [![slide-logo\_full-color-lite](https://go.slide.tech/hs-fs/hubfs/slide-logo_full-color-lite.png?width=165&height=45&name=slide-logo_full-color-lite.png "slide-logo_full-color-lite")](https://go.slide.tech/knowledge-base?hsLang=en) Copyright © 2026, Slide ```json { "@context" : "https://schema.org", "@type" : "VideoObject", "caption" : { "@type" : "MediaObject", "contentUrl" : "https://go.slide.tech/media-transcripts/221978455897/en.vtt", "inLanguage" : "en", "name" : "en Captions" }, "contentUrl" : "https://46803161.fs1.hubspotusercontent-na1.net/hubfs/46803161/video_assets/221978455897/inherited/web_optimized.mp4", "dateModified" : "2026-09-15T18:54:09.222Z", "duration" : "PT1M19S", "height" : 1136, "name" : "Deal Transfer Process", "thumbnailUrl" : "https://46803161.fs1.hubspotusercontent-na1.net/hubfs/46803161/Deal%20Transfer%20Process.mp4/medium.jpg", "uploadDate" : "2026-09-15T18:54:03.309Z", "width" : 1868 } ```