How to Change Opportunity Owner in Salesforce

Quick summary

Changing the Opportunity Owner in Salesforce reassigns a sales record to a new team member directly from the opportunity detail view. This process takes under a minute and ensures accurate pipeline ownership and sales accountability in your CRM.

Steps

1. Go to the Opportunities tab in Salesforce.
2. Locate the specific opportunity you want to modify.
3. Find the Opportunity Owner field in the details section.
4. Click the dropdown arrow next to the current owner's name and select the new assignee.
5. Check the Send Notification Email checkbox if you want to alert the new owner.
6. Click Change Owner to finalize the transfer of ownership.