Contacts & Opportunities Delinking

Contacts & Opportunities Delinking

Software Updates

February 9, 2024 ● 2 min read

Contacts & Opportunities Delinking
A small business sales team can utilize this feature to seamlessly transfer ownership of opportunities between team members while ensuring that all relevant contacts remain accessible to the new owner, facilitating smooth communication and collaboration throughout the sales process.
Contacts & Opportunities Delinking: Enhance collaboration and streamline workflow within The CRM by automatically making the new owner of an opportunity a follower of the linked contact, facilitating seamless communication and updates between team members.

⭐️ Why Does It Matter To Your Business?

Improved Team Collaboration: Automatically linking the new owner of an opportunity to the corresponding contact ensures that all team members stay informed about relevant interactions and updates, fostering better collaboration and alignment.

Streamlined Workflow: By simplifying the process of updating opportunity owners and maintaining contact followers, this feature reduces manual effort and potential errors, allowing users to focus more on nurturing leads and closing deals.

Enhanced Visibility and Communication: With contact and opportunity owner linking, users can easily track ownership changes and ensure that all stakeholders have access to relevant information, leading to more effective communication and decision-making.

⭐️ How To Use Contacts & Opportunities Delinking:

  1. Access the Opportunities tab from the left navigation menu, and select Opportunities from the upper navigation menu. Now create a new opportunity or edit an existing one by clicking the opportunity card.

  2. In the opportunity card, click on Opportunity Details, scroll down, and select the owner.

  3. Now access the Contacts tab from the left navigation menu, select Smart List from the upper navigation menu, and select a contact.

  4. You can also select the Owner (Assign To) and followers as well in the contact details.

The new contact and opportunity owner linking feature in The CRM streamlines collaboration and workflow by automatically making the new opportunity owner a follower of the linked contact, fostering improved team communication, streamlined workflow, and enhanced visibility for small business sales teams.

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