Since each and every opportunity or a sales lead represents a potential for revenue generation, it is a best practice 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

  1. At the center level, click the Admin icon.

  2. Navigate to Organizations > Centers.

  3. Click the Center name.
    Example: Los Angeles.

  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 also update the Sales Owner from the Organizational level by navigating to Organizational level > Organizations > Centers > Name of Center > Settings tab > General section > Sales Owner.

See Also

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