How to Decouple Owners for Contacts and Opportunities

With Stack’s new feature, you can now assign separate owners for contacts and opportunities. This added flexibility allows for more tailored management and delegation of responsibilities within your organization.

Feature Overview

This feature allows you to assign different owners to contacts and their associated opportunities, providing enhanced customization and control over your CRM processes.

How to Enable

To activate this feature in Stack:

1. Go to Settings.
2. Locate the option labeled Allow different owners for contacts and its opportunities.
3. Switch the toggle to On.

Feature Functionality

Once enabled, you can assign different owners to contacts and opportunities:

• Default Opportunity Owner: By default, new opportunities will have the same owner as the contact. You can update this to reflect the correct owner as needed.

• Subsettings:

  • Update Contact Follower: Enable this to automatically update the contact follower when the opportunity owner changes.
  • Update Opportunity Follower: Enable this to automatically update the opportunity follower when the contact owner changes.

Upcoming Enhancements

Stay tuned for a new workflow action that will offer even greater customization and automation capabilities with this feature.

Benefits

• Improved Customization: Adjust ownership settings to align with your organization’s unique structure and workflows.
• Efficient Communication: Automatically update followers based on changes in ownership, ensuring smooth communication and collaboration.

By decoupling owners for contacts and opportunities, you gain greater control and flexibility in managing your CRM with Stack.