Once you have changed the default deal owner, all new deals will be assigned to the selected user. You can still change the deal owner of individual deals if you need to.
The default deal owner in HubSpot is the user who created the deal record. However, you can change the default deal owner to another user. To do this, follow these steps:
- Go to the Deals page.
- Click the Settings gear icon in the top right corner.
- Select Deal settings.
- In the Default deal owner section, select the user that you want to be the default deal owner.
- Click the Save button.
Once you have changed the default deal owner, all new deals will be assigned to the selected user. You can still change the deal owner of individual deals if you need to.
Here are some additional things to keep in mind about the default deal owner in HubSpot:
- The default deal owner can be any HubSpot user. This means that the default deal owner does not have to be the person who created the deal record.
- The default deal owner can be changed at any time. This means that if the default deal owner leaves the company or is no longer responsible for deals, the default deal owner can be changed to someone else.
- The default deal owner can have multiple co-owners. This means that multiple people can have access to the deal record and can collaborate on the deal.
I hope this helps! Let me know if you have other questions.