Follow this guide to remove an existing owner from an opportunity. This helps keep ownership records accurate and ensures responsibilities are reassigned appropriately.
2. To begin, click on "Marketing."
3. Select "Workflows" from the menu.
4. Hit the "Create Workflow" button.
5. Choose "Start from Scratch" option.
6. Click here to add an action step.
7. Use the search field to find the action you need.
8. Select "Remove Owner from Opportunity."
9. Click on "Save Action" to apply changes.
10. Your action has been successfully added.
11. Remember to save and publish your workflow.
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Workflow Actions: Remove Owner to an Opportunity | Aesthetix CRM
