Assigning separate owners to contacts and opportunities gives you more nuanced control over how responsibilities are divided across your team. This flexibility lets you tailor ownership in the CRM to fit your organisation's structure and workflows.

Functionality Overview

  1. Default Opportunity Owner: By default, when you create a new opportunity, the owner is set to the same person as the contact owner. You can change this to reflect the appropriate ownership whenever needed.
  2. Sub-Setting: Two additional Sub-Settings are available to enhance functionality:
  • Update Contact Follower Based on Opportunity Owner Change: Turn this on to automatically update the contact follower when the opportunity owner changes.
  • Update Opportunity Follower Based on Contact Owner Change: Turn this on to automatically update the opportunity follower when the contact owner changes.

This also applies when opportunities and contacts are created or updated via Automations and Bulk Actions.

Benefits of Separate Owners for Contacts and Opportunities

  • Improved Customisation: Tailor ownership settings to match your organisation's specific structure and workflows.
  • Efficient Communication: Followers update automatically when ownership changes, keeping communication and collaboration running smoothly.

How to Enable Separate Owners for Contacts and Opportunities

To activate this feature, go to Settings and select the "Opportunities & Pipeline" section in your account settings.

Enable the Feature

Find the option labelled "Allow different owners of Contacts and their Opportunities" and toggle it to "On."

📌NOTE: Once the setting is enabled, automations that currently update owners may not update the opportunity owner. Review and adjust all relevant automations to ensure they continue to work as expected.

Enabling separate owners for contacts and opportunities improves both customisation and communication within your team, and helps keep your sales pipeline running efficiently.

FAQs

Q: Can I revert to the previous ownership settings after enabling this feature?

  • Yes, you can toggle the setting off if you prefer to revert to having the same owner for both contacts and opportunities.

Q: Will the changes affect existing opportunities and contacts?

  • No, the changes will apply only to new opportunities and contacts created after enabling the feature.

Q: How do I update automations that currently handle ownership changes?

  • Review each automation that updates owners and modify the logic to ensure it addresses both contact and opportunity ownership as needed.

Troubleshooting Tips

  1. Automations Not Updating Opportunity Owners: If automations aren't updating opportunity owners, check the automation settings and make sure they're configured to handle separate ownerships.
  2. Followers Not Updating: Check that the Sub-Settings for updating followers based on ownership changes are turned on.