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