Opportunities · 1 min read
Separate Owners for Contacts and Opportunities
By default, an opportunity's owner matches its contact's owner. You can let them differ, so one person manages the relationship while another works the deal.
Turn it on
- Go to Settings > Opportunities & Pipelines.
- Turn on Allow different owners for contacts and its opportunities.
- Click Save Changes.
How it works
- A contact can keep one owner while an opportunity has another.
- New opportunities still start with the contact's owner. Change it on the opportunity if needed.
- Workflows can assign contact and opportunity owners separately.
Follower settings
Two optional settings keep followers up to date:
- Add the new owner as a follower when ownership changes.
- Remove the previous owner as a follower when ownership changes.
Turn these on in the same settings page if your team relies on follower notifications.