Legacy platform

Modifying the owner and co-owner of an opportunity

You can assign an opportunity to an owner and co-owner who are different than the ones to whom you had assigned the opportunity earlier. An opportunity owner is a field sales representative who has been assigned primary ownership of an opportunity.

About this task

When an opportunity is created, the user who created the opportunity is assigned as the owner by default. After the opportunity is created, you can reassign the opportunity to a different user. Similarly, you can modify the co-owner of an opportunity if you had defined the co-owner for the opportunity when you created it.

Note: After assigning an owner or a co-owner to an opportunity, it cannot be unassigned. In such a scenario, you can only change the owner or co-owner of the opportunity.

To modify the owner and co-owner of an opportunity:

Procedure

  1. Log in to Sterling™ Field Sales.
  2. From the application sidebar menu, click Opportunities.
  3. The Opportunities home page is displayed. Expand the Search Criteria panel and enter the appropriate search criteria.
  4. Click Search. The search results display opportunities matching the search criteria.
    • If only one opportunity matches the search criteria, the Opportunity Details screen is displayed.
    • If multiple opportunities match the search criteria, the list of opportunities is displayed in the search results. Click the corresponding Opportunity Name hyperlink. The Opportunity Details screen is displayed.
  5. The Opportunity Details screen is displayed. To modify the owner of the opportunity, click the Search icon adjacent to the Owner ID field. To modify the co-owner of the opportunity, click the Search icon adjacent to the Co-Owner ID field.
  6. The User Search dialog box is displayed. Perform the following tasks:
    • From the Enterprise drop-down list, select the appropriate enterprise. This drop-down list displays all the enterprises to which you have access.
      Note: This field is displayed only if you are searching for a user without an enterprise in context.
    • In the User ID Starts With box, enter either the complete identifier or the initials of the identifier of the user. For example, if you are searching for a user whose User ID is jcameron123, you can enter jcam as the search criteria.
    • In the User Name Contains box, enter either the complete user name or the partial user name of the user. For example, if you are searching for a user whose User Name is lucelew, you can enter le as the search criteria.
    • From the Team drop-down list, select the team to which the user is assigned.
  7. Click Search.
  8. The list of users matching the search criteria is displayed in the Search Results panel. Click the corresponding User ID hyperlink that you want to assign as the owner or the co-owner.
  9. The User Search dialog box is closed and the Opportunity Details screen is displayed. Click Save.