Auto Update Opp. Owner

Is there any way when updating a contact’s owner, to also update the opp owner?

Hi Ben! I just want to clarify you are wanting the Contact Owner to also update the Opportunity Owner, is that right?

“Sync Opportunity to Contact Owner” is a checkbox is you can select here: (look at step 5) Sales Pipeline And Opportunity Settings | Max Classic


yes, that is correct

Got it. The CRM > Settings should automatically be set to Sync the Contact Owner as the Opportunity Owner. To check this setting you would go to CRM > Setting > Opportunity Defaults > Sync Opportunity and Contact Owner

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