Overview

This feature enables separate ownership assignments for contacts and opportunities within your system, providing greater flexibility in managing organizational responsibilities.

Enabling the Feature

To activate this capability, complete the following steps:

1. Navigate to Settings
2. Locate the "Allow different owners for contacts and its opportunities" option
3. Toggle the setting to "On"

Functionality

Once enabled, both contacts and opportunities can have distinct owners.

Default Opportunity Owner: New opportunities automatically assign the contact's owner as the default, though this can be modified as needed.

Workflow Action: Future enhancements will include workflow actions for additional customization and automation.

Subsettings: Two additional options are available:

• Automatically update contact followers when opportunity ownership changes
• Automatically update opportunity followers when contact ownership changes

Benefits

• Improved Customization: Align ownership configurations with your organization's unique structure and processes
• Efficient Communication: Automate follower updates based on ownership modifications, supporting collaboration

Source: Scalendo Support Portal (Modified: April 18, 2024)