Learn the step-by-step process to assign or add an owner to an opportunity. This guide ensures the right person is accountable for managing and closing the deal.
2. Click on "Marketing" to begin your journey.
3. Next, select "workflows" from the menu.
4. Now, tap on "Create Workflow" to start.
5. Choose "Start from Scratch" to build your workflow.
6. Click to add a new trigger to your workflow.
7. Hit this button to add an action step next.
8. Use the search field to quickly find your desired action.
9. Click on "Add Owner to Opportunity beta" to proceed.
10. Select a user from the displayed list.
11. Toggle this option for unassigned opportunities only.
12. Finally, click on "Save Action" to save your progress.
13. Your action has been successfully added; great job!
14. Click here to save and then publish your workflow.
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Workflow Actions: Add Owner to an Opportunity | Aesthetix CRM
