Auto Update Opp. Owner

Ben_Ohashi · January 29, 2018, 11:30pm

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

Amanda_Madsen · January 29, 2018, 11:38pm

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

martinc · January 30, 2018, 4:18am

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

Ben_Ohashi · January 30, 2018, 3:07pm

yes, that is correct

Amanda_Madsen · January 30, 2018, 5:29pm

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
http://screenshots.screencast-o-matic.com/screenshot/u/1HxZ/1498109027035-41836.png > Sync Opportunity and Contact Owner
http://screenshots.screencast-o-matic.com/screenshot/u/1HxZ/1498109842161-29853.png

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