Changing the record manager for opportunities

ACT! Premium Web 2005 Server

Changing the record manager for opportunities

By default, the record manager is the user who created the opportunity. The record manager can assign the opportunity to another user, mark it as private, or delete it. If the record manager makes the opportunity private, no other users can view it.

To change the record manager for an opportunity

  1. Open an opportunity.

  2. While in the Opportunity Info tab, select the record manager from the Record Manager list.