Setting up the contact owner and deal owner as the same

Smart CRM & Sales Hub CRM
1

I was trying to find the best way to get this done through a workflow but I can’t seem to find the solution. What I need is to set the contact owner as the deal owner automatically once is set on the contact page. Of course, taking into account that the deals are already associated with the contact. How can this be done?

2

Hi @ElbaH

I believe the best way will be by using the “Copy property value” action in a workflow.

Like this:

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Hope this helps :wink:

Diana

3

Thank you very much, I think that works. I do appreciate all the help.

4

Hi! Further to this. Is there a way to prevent deal owner from changing if the contact owner changes 6 months down the road? This important so that historical deal data and ownership doesn’t change when we pay out commissions. Thank you!