Introduction #
The CentrixOne CRM allows you to reassign an opportunity to the account and contact of your choice.
In order to be able to reassign an opportunity, you must first have permission to perform this action. If you have this permission, you will notice the Reassign button in the editor of an already-created opportunity. If the button is missing, please refer to this guide to enable the appropriate permission.
How to reassign an opportunity? #
- Depending on whether your opportunity is assigned to an account or a contact, click on the Accounts or Contacts module
- Find the appropriate account or contact, then click on its name
- Click on the opportunity to reassign
- Click on the Reassign button
- Click on the List field, then select the list associated with the account or contact that will receive the reassignment
- Click on the Account field, find the desired account, then select it from the drop-down list or select Unnamed company if your contact does not have an associated account
- Click on the Contact field, search for the desired contact, then select it from the drop-down list, or select Assign to the account to assign the opportunity to the company
- Click on the Reassign button
- Click on the Save & Close button
