There are several ways you can assign an owner of a deal in HubSpot. Here are step-by-step instructions:
Deals need several elements to ensure accurate reporting, an assigned contact, an amount, a close date, and a deal owner. According to this HubSpot Knowledge Base article, "Any HubSpot account users with access to contacts can be designated as owners. There are several ways to assign owners to records in HubSpot"
However, one of the easiest ways to assign a deal owner is in the deal itself. Below are the steps you can take to assign a deal owner:
- Go to Sales > Deals
- Select the correct pipeline from the dropdown menu on the left-hand side.
- Find the deal you would like to assign
- Click on the "deal owner" property on the left and assign the correct user.