To Assign an Opportunity to an Owner

  1. Open the Opportunities (CR3040PL) form.
  2. In the table, click the opportunity record that you want to assign to an owner.

    The Opportunities (CR304000) form opens.

  3. If needed, in the Workgroup box of the CRM Info tab, select the workgroup to which the opportunity will be assigned.
  4. In the Owner box in the Summary area, select the employee to whom you want to assign the opportunity. If a workgroup is specified in the Workgroup box on the CRM Info tab, the list of the employees available for selection is limited to those included in the selected workgroup.
  5. On the form toolbar, click Save.