Introducing our latest enhancement: the ability to assign distinct owners to contacts and opportunities within your system. This innovative feature offers enhanced flexibility, empowering your organization with finer control over management and delegation of responsibilities.
To enable this feature, follow these steps:
Functionality
Once the toggle is activated, both contacts and opportunities may assume distinct owners.
Default Opportunity Owner: When creating a new opportunity, the default owner will be the same as the contact owner. However, this can be updated as needed to reflect the appropriate ownership.
Workflow Action (Coming Soon): Stay tuned for an upcoming workflow action that will enable further customization and automation with this feature.
Subsettings: There are two additional subsettings available –
With the ability to decouple owners for contacts and opportunities, you have greater control and flexibility in managing your CRM.
Discover the intricacies of refining opportunities with our in-depth guide, unraveling the step-by-step journey of editing, and empowering you to optimize your sales workflow seamlessly. Step 1: Accessing the Opportunities Section Step 2: Locating the Opportunity to Edit Step 3: Opening the Opportunity Details Page Step 4: Adding Notes and Attachments Step 5: Setting Tasks […]
Pipelines are pivotal in automating and refining business workflows. Whether you’re overseeing lead management, nurturing prospects, or sealing deals, leveraging pipelines can vastly boost your productivity and impact. Dive into our detailed tutorial where we’ll guide you through the step-by-step process of crafting effective pipelines. Step 1: Accessing the Pipelines Section Step 2: Creating a […]
Pipelines serve as indispensable tools, streamlining and automating diverse processes within your business workflows. They empower you to craft organized sequences of actions, directing leads or customers through predetermined stages, fostering effective communication and maintaining engagement consistency. Pipelines can be accessed through: Sub account > Opportunities > Pipelines Pipeline Stages Pipelines consist of stages, each […]
Opportunities signify potential sales or deals progressing through different stages within the sales pipeline. They encapsulate leads or prospects demonstrating interest in products or services, poised for conversion into valuable paying customers. Pipeline Integration Stage Progression Opportunity Status Data Management
Empowering users to capture, organize, and tailor information to their specific requirements, the Custom Fields for Opportunities feature revolutionizes the way opportunities are managed. Within the Opportunity Modal, users can effortlessly create, categorize, and group custom fields, enhancing data management and process tracking. Enjoy the same seamless customization experience as with contacts. What is Custom […]
Gaining insight into the diverse opportunity statuses and mastering their updates empowers users to streamline their sales workflow and enhance conversion rates. Dive into this in-depth guide, which navigates you through the intricacies of updating opportunity statuses. Explore the distinctions among the various statuses and discover strategies to leverage them effectively for optimal sales management. […]
Opportunities play a crucial role in navigating potential sales. Follow this comprehensive guide, which outlines the step-by-step process of establishing opportunities. By following these instructions, you’ll gain the ability to effectively monitor contacts as they progress through your sales pipeline. Step 1: Accessing the Opportunities Section Step 2: Creating a New Opportunity Step 3: Adding […]
Leverage filters to segregate and view tailored data on your opportunity board. Filters accommodate both standard and customized fields, offering precise control over your information display. Creating a Filter To access filters, simply click on the filter icon located at the top right corner of the opportunities board. You can apply multiple filters simultaneously, offering […]
Utilizing the platform’s robust workflow builder, automating opportunities becomes a seamless task. Unlock the potential to streamline your sales processes effortlessly with these simple steps: Step 1: Identify Repetitive Tasks Step 2: Design Automated Workflows Step 3: Choose a trigger event. This could be an action taken by a lead, such as filling out a […]