Opportunity Management Settings

Effectively managing contacts and opportunities in your CRM by assigning distinct owners for each enhances oversight and streamlines task delegation. This feature empowers your organization to fine-tune control and adapt the system to match your operational needs.

Feature Highlights

Default Opportunity Ownership: When a new opportunity is generated, the system will automatically assign the opportunity to the same owner as the contact. However, this default setting can be adjusted to allocate ownership as necessary.

Additional Settings:

• Update Contact Follower with Opportunity Ownership Change: Enabling this option ensures that the contact follower is updated whenever there is a change in the opportunity owner.

• Update Opportunity Follower with Contact Ownership Change: Enabling this option ensures that the opportunity follower is updated whenever the contact owner changes.

These features are fully integrated, whether you’re working with opportunities and contacts through Automations or Bulk Actions.

Advantages of Assigning Separate Owners

• Enhanced Customization: Adjust ownership settings to mirror your company’s unique workflow and organizational hierarchy.

• Streamlined Communication: Automatic updates to followers based on ownership changes facilitate better team collaboration and information flow.

Steps to Activate Separate Owners for Contacts and Opportunities

1. Access the Settings: Head over to the "Opportunities & Pipeline" section within your account settings.

2. Turn on the Feature: Look for the option "Allow different owners of contacts and their opportunities" and toggle it to “On.”

? Important: Enabling this setting may cause automations that currently update owners to stop updating the opportunity owner. It's crucial to review and adjust all related automations to ensure they function correctly.

By activating the option to assign different owners to contacts and opportunities, your CRM becomes more versatile, supporting both customization and enhanced team communication. This feature is geared towards making your sales pipeline management more efficient.

Frequently Asked Questions

• Can I revert to the previous ownership settings?
  Absolutely, you can switch the setting off to return to having the same owner for both contacts and opportunities.

• Will this change impact existing contacts and opportunities?
  No, these adjustments will only affect new entries made after the feature is enabled.

• How do I modify automations related to ownership changes?
  Review and revise each automation to ensure they now account for both contact and opportunity ownerships.

Troubleshooting Guide

• Automations Not Updating Opportunity Owners: Ensure that the automation settings are configured correctly to accommodate separate ownerships.

• Followers Not Updating: Confirm that the relevant subsettings for updating followers based on ownership changes are turned on.