How to Add or Assign Opportunity Owners to an Opportunity Card

Learn the simple steps to add or assign owners to an opportunity card, ensuring the right team members are accountable for each sales opportunity. This guide helps you manage ownership effectively for better tracking and follow-up.

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2. To begin, click on "Opportunities."

3. Navigate to your desired opportunity card to change the owner.

4. Go to the "Owner" field to check the assigned owner.

5. Click the field and select a new owner from the dropdown list.

6. When finished, click on "Update" to save your changes.

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