How to change the owner of a sales room

Edited

You can reassign a sales room owner manually from within Arrows or directly from HubSpot. Here's how.


By default, when a sales room is created and connected to a HubSpot deal, Arrows will assign the deal owner as the room owner. But you can easily reassign the owner manually—either from within Arrows or directly from HubSpot.

Change the owner from Arrows

  1. Open the sales room

  1. Click the Participant list tab

  1. Use the Add team member button to add the new owner

  1. Drag the new owner over the current one—the role will automatically update

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Change the owner from HubSpot

  1. Open the HubSpot deal

  1. Navigate to the Arrows sales room app card

  1. Click More → Change owner

  1. Select the new owner from the Change owner tab on Arrows

  1. Decide whether to keep or remove the previous owner

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NOTE:

  • Changing the deal owner in HubSpot will not change the Arrows sales room owner.

  • Changing the room owner in Arrows will not update the HubSpot deal owner.

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