Decouple Contact and Opportunity Owners

By default the contact owner also owns any tied opportunity. This setting breaks that link.

Why you'd want this

Some teams split responsibilities — one person on relationship-building, a dedicated closer on the deal.

Turning it on

  1. Go to Settings.
  2. Find Allow different owners for contacts and its opportunities.
  3. Toggle it on.

Optional follower syncing

Automatically add the previous owner as a follower on the other record when reassigning.

What happens to new opportunities

A new opportunity still defaults to its contact's current owner, but can be reassigned independently afterward.

Was this article helpful?