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
- Ensure that you are at the Center level.
- Navigate to Organizations > Centers.
- Click the Center name.
Example: Los Angeles,
- Click the Settings tab, and then click General.
- Select a name for the Sales Owner option.
Note: Employees with the required role permissions of an Owner and Manager are listed here.
- 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.