Feature Overview

The Opportunity Owner Field setup enables administrators to select a custom field from the Opportunity object in your CRM instance to use as the opportunity owner field in TruSales. This provides flexibility when organizations use custom ownership fields instead of the standard Owner field, ensuring accurate ownership attribution for opportunities in TruSales.

How It Works

The system displays a searchable table of available reference fields from the Opportunity object that point to User records. Administrators can select one field to designate as the owner field. The standard Owner field is automatically included as the default option. After making a selection, administrators must save and update the configuration, which triggers a background process to update all existing opportunity records with the new owner field values. Progress is shown in real-time with completion notifications.

Use Cases

• For Admins: Configure custom ownership fields when the standard CRM Owner field doesn't reflect actual opportunity ownership, and map complex ownership structures in CRM to TruSales for accurate reporting, user attribution, and consistent data analysis across different business units.
• For Sales Managers: Ensure opportunities are correctly attributed to the right sales representatives for accurate performance tracking and territory management.

See It in Action

Requirements

• TruSales Admin, Super Admin, or Organization Admin role permissions for Setup module access
• Active CRM instance integration properly configured and synced
• Reference fields pointing to User records available in the CRM Opportunity object
• Understanding of organizational ownership structure and field usage

Highlights

• Flexible ownership mapping supports custom CRM field structures
• Maintains data integrity during ownership field transitions
• Ensures accurate user attribution for opportunities across all TruSales features

Need Help?

Contact your Customer Success Manager for help configuring opportunity owner fields or troubleshooting ownership data synchronization, or TruSales Support if you experience any technical issues with this page.