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Change Opportunity Owner

Easily reassign an opportunity to a different team member.

Last Updated: 26th March 2025

Applies to:

  • All users

Follow these steps to update the owner directly within the opportunity dashboard.

Change the Opportunity Owner:

  1. Locate the current owner’s name (e.g., "Joe Smith") in the opportunity dashboard, as shown in the image.



  2. Click the owner’s name to reveal a dropdown menu and select the new owner from the list. The change is automatically saved, and the new owner will be updated immediately.

        Congratulations! You’ve successfully changed the opportunity owner. The new owner will now have access to manage this opportunity.