Change Creator
Quick question about Twenty CRM - I need to change the creator of an Opportunity but can't seem to find the option.
Currently, the opportunity is assigned to one team member, but we need to transfer it to someone else who's taking over the account. Is there a way to reassign opportunity ownership in the current version? I've checked the opportunity details page but don't see an edit option for the owner field.
If this feature isn't available yet, is there a workaround or is it on the roadmap? Would appreciate any guidance!
3 Replies
@Etienne can you look at it?
Hey @Yannik Süß, Creator on any record is not editable and it should not change (it's a standard field with standard feature, as created at, updated at, ...).
If I well understand your issue, I would create (in Settings / Data Model) a new RELATION field on Opportunity Object, linking to workspace members (call it "Owner" for example), then you 'll be able to update it as you want.
You could also create a workflow, triggered at each opportunity creation, which update the Owner field with the workspace member who creates the opportunity (if it makes sense for your business case).
Hope it helps, please do not hesitate if you have any question
That makes sense, good idea, thank you!