Update the opportunity Owner
under review
L
Lada Jovanović
Make it possible to change the owner of the opportunity within workflows. (Currently if we reassign a contact, the opportunity stays assigned to the original owner)
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S
Scott Brennan
This needs to be added. Just moved over from Active Campaign and GHL lacks in many ways.
R
Rich Ribeiro
How about also adding an age indicator to the opp card?
S
Sheldon Mintoft
Also need to be able to update opportunity followers in workflows, this is crucial for our business!
M
Mauricio Ortega
i need this !!! :"(
J
Jonas Rodrigues
Just new here, I was looking a way to do that and surprised it did not have, any updates when it is being added?
M
Mike Dinh
better to update contact or opportunity owner with somthing like {{opportunity.assignto}} or round robin in any user team / group, instead of fix selection of one user specificly. That more flexible when have several sale person in team.
T
Ty Averett
Opportunity Owner also needs to be added to if statements in automations so that we can fire different automations based on who the opportunity owner is
T
Tony Lozano
Would be nice to have the ability to update a specific pipeline owner within workflows. Please just add "Opportunity Owner" as a field here.
D
David Hall
This is a bit insane that it hasn't been done yet. Just need to add an opportunity owner field into the opportunity action and triggers in workflows.
There are LOADS of use cases for having an opportunity owner be different than the contact owner. For example, HVAC company that has outgoing emails, SMS, etc. coming from someone in operations, but the opportunity needs to be assigned to the tech for tracking of jobs.
Adding this inside the workflow makes it very easy for us to keep the opportunity records up to date as well as ensuring that the right person sees the statuses they need to see.
V
VMP Support Team
is it going to be available soon? need to have this feature also in workflow
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