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!
Want awesome content on all things CRM and more? Subscribe to our newsletter to see the latest from the Copper blog.
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.