To reassign a deal so it appears in another user's dashboard, you need to add them to the Originator field. This gives them ownership, access, and the ability to reassign the deal further.
Reassign from the Deals page
Go to your main Deals page
Hover over the deal you want to reassign
Click the Reassign button (person icon)
Add the new user as an Originator
The deal will now appear in the new user's dashboard.
Reassign from inside a deal
Open the deal
Click the Reassign button (person icon)
Modify the Originators field to add or remove users
Save your changes
Understanding owner fields
Originator (multi-select): Users who own this deal and can reassign it. Required for the deal to appear in their dashboard.
Primary Originator (single): The user who gets leaderboard credit. This controls whose name shows in the originator column on the Deals page, but doesn't grant access by itself.
Closer (multi-select): Additional users who can view private deals but can't reassign them.
Primary Closer (single-select): The closer who gets leaderboard credit. This controls whose name shows in the closer column on the Deals page, but doesn't grant access by itself.
To reassign ownership, always update the Originator field. The Primary Originator field is only for leaderboard attribution.
Bulk reassignment (Admin only)
Admins can reassign all deals from one user to another:
Go to Settings
Hover over the user's name
Click Reassign All Deals
Select the new Originator
For help with large reassignment projects, contact support.
Related articles
How to create a Deal — Learn about owner fields when creating deals
How can I notify the reps when I assign them a deal? — Set up notifications for reassignments