The Opportunity and SE Owners are responsible for advancing the Opportunity. There might be times when you need to update the SE Owner on an Opportunity. Follow these steps to quickly set yourself as the SE Owner.
Locate the desired Opportunity and open the Opportunity Details.
2. Click on the SE Owner bubble to open a modal.
3. Use the pencil icon to edit the SE Owner field. Begin by entering your name, then select it from the list to validate.
4. Click on Save Changes to update the Opportunity.