Creating multiple owners for opp

  • 29 July 2021
  • 1 reply

Userlevel 1

I would like to assign 2 owners for one opportunity. Is this possible?


Best answer by Evan from Copper 29 July 2021, 18:14

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Userlevel 3
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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!