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How to transfer ownership of a deal in mobile app?

Available for Admin role use only.

  1. Tap on the Deals screen > Select one of the deals.

  2. Tap on the pencil button > Transfer Ownership.

  3. Tap on the owner’s name.

  4. Select the new owner on the list.

  5. Click on the transfer button to transfer the deal.

    Please ensure that once ownership has been transferred, the previous owner can no longer view the deal.

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