Opportunity - Decoupling Contact & Opportunity Owners

Opportunity - Decoupling Contact & Opportunity Owners

June 18, 20241 min read

A small business owner can use the Contact and Opportunity Owner Decoupling feature to assign different team members as owners for contacts and opportunities. For instance, while a salesperson may own the contact, a different team member responsible for account management can own the opportunity, streamlining workflow and improving collaboration.

Opportunity | Decoupling Contact & Opportunity Owners: This feature allows businesses within the CRM to assign separate owners for contacts and opportunities, providing enhanced flexibility and delegation of responsibilities within their organization.

⭐️ Why Does It Matter To Your Business?

  • Customized Ownership: Tailor ownership settings to match your organization's specific structure and workflow, ensuring efficient management of contacts and opportunities.

  • Seamless Communication: Automatically update followers based on ownership changes, facilitating seamless communication and collaboration among team members.

  • Greater Control and Flexibility: Decouple owners for contacts and opportunities to gain greater control and flexibility when managing your CRM, allowing for more nuanced management and delegation of responsibilities.

⭐️ How To Use Opportunity | Decoupling Contact & Opportunity Owners:

  1. Access your Settings.

    A screenshot of a computerDescription automatically generated
  2. Access the “Opportunities & Pipelines” from the left navigation menu then click on “Opportunities” from the upper navigation menu. Turn on the toggle and mark the boxes according to your requirements. Click on the “Save Changes” button.

    A screenshot of a computerDescription automatically generated

This feature empowers businesses to customize ownership settings, ensure seamless communication, and gain greater control and flexibility in managing contacts and opportunities, ultimately enhancing organizational efficiency and productivity.

Pinnacle AI, founded by Charles Higgins, specializes in customer relationship management (CRM) solutions. It aims to provide intuitive and powerful CRM software for businesses of all sizes, focusing on simplification and efficiency. Leveraging AI and machine learning, Pinnacle AI's platform offers automation, data analytics, and customer insights to enhance business-customer relationships. The company's core values include honesty, integrity, teamwork, and personal growth, fostering a culture of collaboration and ethical practices. Pinnacle AI stands out for its user-friendly approach and commitment to innovation in the CRM sector.

Pinnacle Ai

Pinnacle AI, founded by Charles Higgins, specializes in customer relationship management (CRM) solutions. It aims to provide intuitive and powerful CRM software for businesses of all sizes, focusing on simplification and efficiency. Leveraging AI and machine learning, Pinnacle AI's platform offers automation, data analytics, and customer insights to enhance business-customer relationships. The company's core values include honesty, integrity, teamwork, and personal growth, fostering a culture of collaboration and ethical practices. Pinnacle AI stands out for its user-friendly approach and commitment to innovation in the CRM sector.

Back to Blog

© Copyright Pinnacle Ai 2024

Website Disclaimer: The information provided by Pinnacle Ai ("we," "us," or "our") on https://getpinnacle.ai (the "Site"), any of its sub-domains, and our mobile application is for general informational purposes only. All information on the Site, its sub-domains, and our mobile application is provided in good faith. However, we make no representation or warranty of any kind, express or implied, regarding the accuracy, adequacy, validity, reliability, availability, or completeness of any information on the Site, its sub-domains, or our mobile application. UNDER NO CIRCUMSTANCES SHALL WE HAVE ANY LIABILITY TO YOU FOR ANY LOSS OR DAMAGE OF ANY KIND INCURRED AS A RESULT OF THE USE OF THE SITE, ANY OF ITS SUB-DOMAINS, OR OUR MOBILE APPLICATION, OR RELIANCE ON ANY INFORMATION PROVIDED ON THE SITE, ITS SUB-DOMAINS, AND OUR MOBILE APPLICATION. YOUR USE OF THE SITE, ANY OF ITS SUB-DOMAINS, AND OUR MOBILE APPLICATION, AND YOUR RELIANCE ON ANY INFORMATION ON THE SITE, ITS SUB-DOMAINS, AND OUR MOBILE APPLICATION IS SOLELY AT YOUR OWN RISK.