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How can we make Outlook Customer Manager better?

Change Owner

Once a Deal is created, I would like the ability to change/assign ownership (like tasks)

41 votes
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Nate shared this idea  ·   ·  Flag idea as inappropriate…  ·  Admin →

4 comments

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  • Ryan Gordon commented  ·   ·  Flag as inappropriate

    Exactly, you need to be able to allocate deals and tasks to team members. This is a very basic need of a CRM!

  • Tworeefs commented  ·   ·  Flag as inappropriate

    Deal ownership can and does change. Deal ownership may sometimes be assigned by a central manager, and deal owners may change through staff turnover.

  • Kristopher Marshall commented  ·   ·  Flag as inappropriate

    We just switched over and this basic functionality appears to be lacking. I need to be able to assign leads to colleagues in the sales team depending on region, yet there is no ability for me to change 'Owner'.

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