{"id":545,"date":"2026-03-10T06:41:11","date_gmt":"2026-03-10T06:41:11","guid":{"rendered":"https:\/\/onesystemcrm.com\/help\/?post_type=docs&p=545"},"modified":"2026-03-10T06:41:11","modified_gmt":"2026-03-10T06:41:11","password":"","slug":"how-to-decouple-owners-for-contacts-and-opportunities-2","status":"publish","type":"docs","link":"https:\/\/onesystemcrm.com\/help\/docs\/how-to-decouple-owners-for-contacts-and-opportunities-2\/","title":{"rendered":"How to Decouple Owners for Contacts and Opportunities"},"content":{"rendered":"

Enabling the Feature<\/strong><\/h1>\n

To enable this feature, follow these steps:<\/span><\/p>\n

    \n
  1. Navigate to Settings.<\/li>\n
  2. Find the “Allow different owners for contacts and its opportunities” option.<\/li>\n
  3. Toggle the setting to “On.”<\/span><\/li>\n<\/ol>\n

    \"\"<\/span><\/p>\n

    Functionality<\/strong><\/h1>\n

    Both contacts and opportunities can have different owners once the toggle has been turned on.<\/p>\n

    Default Opportunity Owner:<\/strong>\u00a0When creating a new opportunity, the default owner will be the same as the contact owner. However, this can be updated as needed to reflect the appropriate ownership.<\/span><\/p>\n

    Workflow Action (Coming Soon):<\/strong>\u00a0Stay tuned for an upcoming workflow action that will enable further customization and automation with this feature.<\/p>\n

    Subsettings:\u00a0<\/strong>There are two additional subsettings available –<\/span><\/p>\n

      \n
    • Allow updating the contact follower based on the opportunity owner change:<\/strong>\u00a0Enable this setting to automatically update the contact follower when the opportunity owner is changed.<\/li>\n
    • Allow updating the opportunity follower based on the contact owner change:<\/strong>\u00a0Enable this setting to automatically update the opportunity follower when the contact owner is changed.<\/li>\n<\/ul>\n

      How It Helps<\/strong><\/h1>\n
        \n
      • Improved Customization:<\/strong>\u00a0Tailor ownership settings to match your organization’s specific structure and workflows.<\/li>\n
      • Efficient Communication:<\/strong>\u00a0Automatically update followers based on ownership changes, ensuring seamless communication and collaboration.<\/li>\n<\/ul>\n

        With the ability to decouple owners for contacts and opportunities, you have greater control and flexibility in managing your CRM.<\/p>\n","protected":false},"excerpt":{"rendered":"

        Enabling the Feature To enable this feature, follow these steps: Navigate to Settings. Find the “Allow different owners for contacts […]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"closed","template":"","meta":{"site-sidebar-layout":"default","site-content-layout":"","ast-site-content-layout":"default","site-content-style":"default","site-sidebar-style":"default","ast-global-header-display":"","ast-banner-title-visibility":"","ast-main-header-display":"","ast-hfb-above-header-display":"","ast-hfb-below-header-display":"","ast-hfb-mobile-header-display":"","site-post-title":"","ast-breadcrumbs-content":"","ast-featured-img":"","footer-sml-layout":"","ast-disable-related-posts":"","theme-transparent-header-meta":"default","adv-header-id-meta":"","stick-header-meta":"","header-above-stick-meta":"","header-main-stick-meta":"","header-below-stick-meta":"","astra-migrate-meta-layouts":"set","ast-page-background-enabled":"default","ast-page-background-meta":{"desktop":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"ast-content-background-meta":{"desktop":{"background-color":"var(--ast-global-color-4)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"var(--ast-global-color-4)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"var(--ast-global-color-4)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"footnotes":""},"doc_category":[16],"doc_tag":[],"class_list":["post-545","docs","type-docs","status-publish","hentry","doc_category-pipelines-opportunities"],"year_month":"2026-09","word_count":207,"total_views":"55","reactions":{"happy":"0","normal":"0","sad":"0"},"author_info":{"name":"usamasaeed219","author_nicename":"usamasaeed219","author_url":"https:\/\/onesystemcrm.com\/help\/author\/usamasaeed219\/"},"doc_category_info":[{"term_name":"Pipelines & Opportunities","term_url":"https:\/\/onesystemcrm.com\/help\/docs-category\/pipelines-opportunities\/"}],"doc_tag_info":[],"knowledge_base_info":[],"knowledge_base_slug":[],"_links":{"self":[{"href":"https:\/\/onesystemcrm.com\/help\/wp-json\/wp\/v2\/docs\/545","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/onesystemcrm.com\/help\/wp-json\/wp\/v2\/docs"}],"about":[{"href":"https:\/\/onesystemcrm.com\/help\/wp-json\/wp\/v2\/types\/docs"}],"author":[{"embeddable":true,"href":"https:\/\/onesystemcrm.com\/help\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/onesystemcrm.com\/help\/wp-json\/wp\/v2\/comments?post=545"}],"version-history":[{"count":1,"href":"https:\/\/onesystemcrm.com\/help\/wp-json\/wp\/v2\/docs\/545\/revisions"}],"predecessor-version":[{"id":546,"href":"https:\/\/onesystemcrm.com\/help\/wp-json\/wp\/v2\/docs\/545\/revisions\/546"}],"wp:attachment":[{"href":"https:\/\/onesystemcrm.com\/help\/wp-json\/wp\/v2\/media?parent=545"}],"wp:term":[{"taxonomy":"doc_category","embeddable":true,"href":"https:\/\/onesystemcrm.com\/help\/wp-json\/wp\/v2\/doc_category?post=545"},{"taxonomy":"doc_tag","embeddable":true,"href":"https:\/\/onesystemcrm.com\/help\/wp-json\/wp\/v2\/doc_tag?post=545"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}