Assigning a Sales Owner for a Center


Since each and every Opportunity or a Sales Lead represents a potential for revenue generation, it is a best practise to assign a Sales Owner for each Opportunity at the Center level. By assigning a Sales Owner, you ensure that every single Opportunity is tracked and every Sales Owner is accountable for converting a Sales Opportunity to an actual sale.

To assign a Sales Owner for a Center from the Organization level:

  1. Ensure you are in Admin mode.
  2. Click Centers under Organizations on the left panel.
  3. Click the Center name in the list that appears. This is the Center for which you want to set up a Sales Owner.
    Example: Los Angeles Center.
  4. Click the Settings tab, and then click General.
  5. Select a name for the Sales Owner option.
    Note: Employees with the required role permissions of an Owner and Manager are listed here.
  6. Click Save.
    Note: You can update the Sales Owner directly from the Center level by navigating to Center > Sales > Opportunities > General > Sales Owner.
Have more questions? Submit a request