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      Different Owners to Opportunities and Contacts

      How to Decouple Owners for Contacts and Opportunities

      Updated: September 19, 2024

      With this new feature, you can now have separate owners for contacts and opportunities in your system. This flexibility allows for more nuanced management and delegation of responsibilities within your organization. With the ability to decouple owners for contacts and opportunities, you have greater control and flexibility in managing your CRM.

      When creating a new opportunity, the default owner will be the same as the contact owner. However, this can be updated as needed to reflect the appropriate ownership.

      Enabling the Feature:

      To enable this feature, follow these steps:

      1. Navigate to Settings > Opportunities and & Pipelines
      2. Find the "Allow different owners for contacts and its opportunities" option.
      3. Toggle the setting to "On."

      Functionality:

      1. Allow updating the contact follower based on the opportunity owner change: Enable this setting to automatically update the contact follower when the opportunity owner is changed.
      2. Allow updating the opportunity follower based on the contact owner change: Enable this setting to automatically update the opportunity follower when the contact owner is changed.