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Salesforce - How to Change Opportunity Owner in Salesforce



Guide

  1. Go to the Opportunities tab.

  2. Locate the specific opportunity you want to modify.

  3. Look for the Opportunity Owner field in the details section.

  4. Click the dropdown arrow next to the current owner's name and select who you want to assign.

  5. A checkbox for Send Notification Email might be available.

  6. Click on Change Owner to finalize the transfer of ownership.

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