To add an Opportunity Owner, click the icon under ‘Owner.

• When the Opportunity has first been created, the Owner will be the Creator.
• ONLY the Current Owner or a Key User can pass the Ownership to another User.

You can then click the dropdown menu to change the Owner.

• Once you have passed the Ownership to another user, you will no longer be able to change it again.

Next Step: Adding an Activity to an Opportunity