Changing Deal Ownership to the Company Owner

Smart CRM & Sales Hub Tips, Tricks & Best Practices
1

Hi,
I have a list of deals that I need to update the Deal Owner for since the current owner has changed teams.

Updates I need are: Deal Owner from “X person” to “Company Owner”.

I thought I could do this by using a Deal Workflow and enrolling Deals that have “X person” as the owner and then override the Owner property to the Company Owner of the deal but that doesn’t seem doable.
Has anyone tried this before or has suggestions on what workflow would work for it?

Thank you!

2

Hi @Bibiana_R,

A deal-based workflow is correct. Here are the steps:

  1. Create workflow → From scratch
  2. (left sidebar) Skip trigger and choose eligible records → Deal → Save and continue
  3. (in the enrollment criteria box) When filter criteria is met → Segment (List) membership → select your deal list
  4. Click the + sign below to add workflow action → Edit record
  5. Set Property to edit to Deal owner
  6. Click into the Choose a value dropdown and select Choose data variable

From here, steps might differ depending on whether you’re using association labels for not. If your deals always have just one associated company, simply select Company: Most recently updated and then select Company owner:

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If you want a company with a specific association label, click Add a data source in the bottom right corner and follow the steps.

Save the action and you’re all set :slightly_smiling_face:

Best regards!

3

This worked perfectly. Thank you so much!

4

Hi @Bibiana_R

Is this a one off thing, or do you want to do that repeatedly? If it’s the former, why not just do a bulk edit that gets the job done quicker than it takea you to build the workflow. If it’s the latter, stick with @karstenkoehler’s suggestion.

Frank

5

Thank you! Went with the workflow and worked great.

6

Hiya @karstenkoehler @franksteiner79 ,
Follow up question on this thread. The workflow worked great to update Deal owners to the current Company owners. Now, I figured it would make the updates continiously but looks like it didn’t. We recently updated the owner of a company and I thought the workflow will consequently update the Deal owner as well but it didn’t happen.
Any ideas or steps I should add to this workflow so it updates the Deal Owner anytime the Company Owner gets updated?

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7

@Bibiana_R if you want to update the deal owner based on the company owner, ongoing, this would have to be a company based workflow that reenrolls companies when company owner is known, then copies the owner into the deals this would affect all deals however - unless you further specify by association label. You don’t have the same filter control as in a deal based workflow.

Reenrollment in a deal based workflow based on a company value change is not (directly) possible and would require additional steps and assets. Let me know if I should outline those steps.

8

@karstenkoehler Thank you so much! It would definitely be helpful to outline the steps.

9

Sure @Bibiana_R

  1. Create a deal property ‘Refresh deal owner’, single checkbox
  2. Create a company-based workflow that re-enrolls companies ‘When filter criteria is met’ → ‘Company owner is known’, then uses ‘Edit record’ to set the property from step 1 on all deals to ‘True’/‘Yes’, then delays for 15 minutes, then clears the value on all associated deals
  3. Create a deal-based workflow that re-enrolls deals ‘When filter criteria is met’ → ‘Refresh deal owner is True/Yes’, then uses ‘Edit record’ to copy the owner from the associated company

In workflow 3, add any additional enrollment filters – this is how you control that not all deals are updated but just the ones you want.