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Change Opportunity Owner

Easily reassign an opportunity to a different team member.

Last Updated: February 2026

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.

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