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Manage opportunities

How to assign or change an opportunity's owner

In Opportunities, open the opportunity card, pick a user in the Owner field and click Save. To give an opportunity a different owner from its contact, turn on that option in Settings.

Updated on

Before you start

  • The user who will be the owner must be set up in the account, under Settings › My Staff.
  • Your user needs permission to edit opportunities.
  • By default, a new opportunity gets the same owner as its contact. To separate them, an admin must turn on the option explained below.
Where to find it

Opportunities › opportunity card › Owner

Step by step

Assign an owner to one opportunity

  1. In the left menu, click Opportunities and choose the pipeline at the top.
  2. Click the opportunity card to open it.
  3. In the Owner field, choose the user.
  4. (Optional) Under Followers, add teammates who should also keep track of the deal.
  5. Click Save.

Change the owner of many opportunities at once

  1. In Opportunities, hover over each card and tick the checkbox in the top-right corner (or, in list view, tick the row checkboxes).
  2. Click Edit at the top.
  3. Choose the Owner field, select the new user and click Save.

Allow different owners for the contact and the opportunity

  1. In the left menu, click Settings.
  2. Look for the option Allow different owners for contacts and their opportunities.
  3. Turn it on.
  4. (Optional) Turn on the sub-options:
    • update the contact follower when the opportunity owner changes;
    • update the opportunity follower when the contact owner changes.
  5. Save your changes.

Tips

  • With separate owners, one person can handle the first contact and another can close the sale.
  • Use the Owner filter with the value "me" so each salesperson sees only their own deals.
  • When someone goes on vacation, filter their opportunities and reassign them all at once with bulk edit.

Common problems

  • My teammate isn't in the owner list → They aren't set up as a user in the account yet. Ask your admin to add them in Settings › My Staff.
  • When I change the opportunity owner, the contact owner changes too → The different-owners option is off. Ask your admin to turn it on in Settings.
  • I can't save the change → Your user doesn't have permission to edit opportunities. Ask your admin for access.

Frequently asked questions

Who owns a new opportunity?

The same user who owns the contact. You can change it when creating the opportunity or later.

What's the difference between owner and follower?

The owner is the person handling the deal. Followers are teammates who keep track of the opportunity. You can have several followers.

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