How to Assign an Opportunity to Another Owner via Contact View

Location: Contact Record View/Opportunities Section - > Click on the Opportunity Record to access the Opportunity View Mode where you can then Edit and find the Owner field to reassign.

Overview: One way to reassign the owner of an opportunity, is to visit the relevant contact record—either yours as the owner, or an associated lead contact—and in the Contact’s Opportunities section click once on the Opportunity record you want to change. In the view mode of the Opportunity that comes up, click Edit. Then in edit mode of the Opportunity, find the Owner field to reassign.

Watch: View this quick tutorial to learn more about reassigning the owner of an opportunity associated or owned by a contact record.

See Also: Work with Your List of Opportunities via the Finder

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Related Topics:

• How to Create a Call Log via Contact View
• How to Create an Event via Contact View
• How to Create a Note on a Lead Contact
• How to Create an Opportunity via Contact View
• How to Create a Task on a Contact via Contact View
• Review a Contact’s Completed Forms via Contact View
• Review Activities Section in Contact View via Contact View
• Working with Sales Force Management Using the Finders

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