--- title: Owner Team description: Understanding the Owner Team workflow in the Owner Onboarding Pipeline and how to customize it. --- [Skip to content](https://help.vintory.com/owner-team#main-content) English Show submenu for translations ![vintory Logo_web_res.png\]](https://help.vintory.com/hs-fs/hubfs/vintory%20Logo_web_res.png?height=40&name=vintory%20Logo_web_res.png) - [Submit a Support Ticket](https://www.vintory.com/support/) Open main navigation Close main navigation - [Submit a Support Ticket](https://www.vintory.com/support/) - English Show submenu for translations - [Go to vintory.com](https://vintory.com/) [Go to vintory.com](https://vintory.com/?hsLang=en) How can we help you? - There are no suggestions because the search field is empty. 1. [Help Center](https://help.vintory.com/?hsLang=en) 2. [Owner Onboarding & Retention Workflows](https://help.vintory.com/owner-onboarding-retention-workflows?hsLang=en) 3. [Owner Onboarding](https://help.vintory.com/owner-onboarding-retention-workflows?hsLang=en#owner-onboarding) # Owner Team ## Understanding the Owner Team workflow in the Owner Onboarding Pipeline and how to customize it. Updated: June 23, 2025 **Step 1: Determine Main Point of Contact** If the main point of contact for the **Owner Team stage** needs to be CHANGED from the current assigned user, complete the following steps (*if not please continue to step 2*): This step ensures that if the designated main point of contact needs to be different from the original assigned user, an option is provided to facilitate this adjustment seamlessly. 1. **Assessing Main Point of Contact Needs:** Evaluate whether the assigned user from the Welcome Packet stage should also serve as the main point of contact for the newly acquired owner.  2. **Option Assignment:** If a different main point of contact is needed than the original assigned user select the **+ sign** below the first existing Wait step. Find "**Assign to User**" in the list of actions and select the user(s) for the system to automatically reassign the contact.  3. **Wait Period:** Following the "Assign to User" step add an additional action by clicking the **+ sign** again. Add a '**Wait**' period for 1 minute to allow for any necessary adjustments or confirmations when being processed automatically.  --- **Step 2: Sending Internal Notification for Owner Department Tasks** 1. **Internal Email Customization:** A templated email addressed to the Assigned User has been added automatically to the system.  **You will need to customize this email** so please take the time to do so. This email serves as a blank template for the Onboarding tasks that need to be completed internally for the Assigned User. *(ex: Duplicate Keys, Home Inventory Checklist, etc.)* Any extra steps needed or existing steps not needed can be modified directly in the workflow using the **+ sign** between each step to add or **trash can icon** to delete once in the specific step. If desired, you can create the actual specific tasks outlined in the email above by adding the **Add Task** action step to the workflow. ![](https://help.vintory.com/hs-fs/hubfs/Screenshot%202024-04-05%20at%203-20-22%E2%80%AFPM-png.png?width=190&height=69&name=Screenshot%202024-04-05%20at%203-20-22%E2%80%AFPM-png.png) ![](https://help.vintory.com/hs-fs/hubfs/Screenshot%202024-04-05%20at%203-22-00%E2%80%AFPM-png.png?width=517&height=424&name=Screenshot%202024-04-05%20at%203-22-00%E2%80%AFPM-png.png) The Owner Onboarding Pipeline and Automations should be customized to fit your specific needs. 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