Opportunity | Decoupling Contact & Opportunity Owners

Opportunity | Decoupling Contact & Opportunity Owners

Software Updates

May 8, 2024 ● 2 min read

Opportunity | Decoupling Contact & Opportunity Owners
A small business owner can use the Contact and Opportunity Owner Decoupling feature to assign different team members as owners for contacts and opportunities. For instance, while a salesperson may own the contact, a different team member responsible for account management can own the opportunity, streamlining workflow and improving collaboration.
Opportunity | Decoupling Contact & Opportunity Owners: This feature allows businesses within the CRM to assign separate owners for contacts and opportunities, providing enhanced flexibility and delegation of responsibilities within their organization.

⭐️ Why Does It Matter To Your Business?

  • Customized Ownership: Tailor ownership settings to match your organization’s specific structure and workflow, ensuring efficient management of contacts and opportunities.

  • Seamless Communication: Automatically update followers based on ownership changes, facilitating seamless communication and collaboration among team members.

  • Greater Control and Flexibility: Decouple owners from contacts and opportunities to gain greater control and flexibility when managing your CRM, allowing for more nuanced management and delegation of responsibilities.

⭐️ How To Use Opportunity | Decoupling Contact & Opportunity Owners:

  1. Access your settings.

  2. Access “Opportunities & Pipelines” from the left navigation menu, then click on “Opportunities” from the upper navigation menu. Turn on the toggle and mark the boxes according to your requirements. Click on the “Save Changes” button.

This feature empowers businesses to customize ownership settings, ensure seamless communication, and gain greater control and flexibility in managing contacts and opportunities, ultimately enhancing organizational efficiency and productivity.

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