April 18

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Settings for Decoupling Contact and Opportunity Owners

By David Holland

April 18, 2024

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New feature allows separate owners for contacts and opportunities in the system. Customize through Settings > Opportunities & Pipeline, toggle “Allow different owners for contacts and its opportunities” to “On”. Default opportunity owner is the contact owner but can be changed. Two subsettings available for follower updates. Works with Automations and Bulk Actions. Consider automation adjustments and upcoming opportunity action feature. Enhances customization and communication in CRM management.

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