There are times when you might need to "hand off" a proposal to someone else on your team so they can finish and deliver it, or maybe a team-member has been inactivated and their proposals simply need to be assigned to someone else.
From the proposals report, or from any proposal's details page, select the "Reassign Ownership" action and select a team member to re-assign to and add a note to that person.
The new owner is notified via email and an internal note is added to the proposal.
Email Notification is Sent
Internal Note is Added to Proposal
Once a proposal is reassigned, the new owner will have full control over it, can deliver it, and can even re-assign it again to some else at any time.
A proposal can be reassigned an unlimited number of times and reassignment can happen no matter what stage a proposal is in.