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Adding a secondary owner to an opportunity

  • 28 July 2021
  • 3 replies
  • 62 views

Hi Id like to add a secondary owner to the opportunities in our CRM. Currently to add a (primary ) owner i have a drop down list with the sales teams’ names populated. Id like to be able to do the same for the secondary owner. I have worked out how to add the field but cannot work out how to add the drop down list with the names on it. 
help please

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Best answer by Michelle from Copper 29 July 2021, 17:24

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Userlevel 6
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Hi @earlofclerkenwell, here’s a quick video on how to build that dropdown.

 

You mentioned you added a field already - do you know if you selected Dropdown or did you leave it as a checkbox field? If you created it as a checkbox you’ll want to go and delete it and re-create it as a dropdown.

To do that, go to Settings > Customize > Manage Fields on Records > Edit Custom Fields (near the top right).

Let me know if that helps!

well done this is both an excellent answer and excellent service. When i compare this to my experience of Salesforce …..OMG. 
very useful indeed
 

Userlevel 6
Badge +5

@earlofclerkenwell Glad you’re enjoying your experience! Feel free to post more questions here or use the in-app chat to reach the technical team. We’re hoping to build content around the questions we get from users like you!