I would like to assign 2 owners for one opportunity. Is this possible?
Best answer by Evan from Copper 29 July 2021, 18:14
Hi @DawnTPN - thanks for posting!
You can absolutely assign 2 owners to an opportunity. You’ll first need to create a custom field drop down (for “Secondary Owner”, as an example). My colleague @Michelle from Copper just posted this video in another post. Let us know if you have any questions!
Refer a friend using your custom referral link, and when they purchase a Copper plan, you’ll both receive a $50 credit. Click the button below to register for your custom link.
Already have an account? Login
Enter your username or e-mail address. We'll send you an e-mail with instructions to reset your password.
Sorry, we're still checking this file's contents to make sure it's safe to download. Please try again in a few minutes.
Sorry, our virus scanner detected that this file isn't safe to download.