How to Change Opportunity Owner in Salesforce
Here's a step by step guide on how to change opportunity owner in Salesforce:
- Go to the Opportunities tab.
- Locate the specific opportunity you want to modify.
- Click on the opportunity name to open its detail page.
- Look for the Opportunity Owner field in the details section.
- Click the dropdown arrow next to the current owner's name.
- From the list, choose the user you want to transfer ownership to.
- A checkbox for Send Notification Email might be available.
- Selecting this will inform the new owner about the reassignment.
- Click on Change Owner to finalize the transfer of ownership.
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