Multiple Opportunity Owners - 08/17/2022 [RN]



This existing feature enhancement now allows you to specify additional opportunity owners (similar to having multiple job owners) after an opportunity has been created.

Why did we do that?

Clients were looking for the ability to have multiple owners on an Opportunity. This allows the opportunity to show in the Task Tab for multiple users without them needing to "Share Tasks" with additional users.

As a client/customer/user, why does this matter to you?

There are a couple of scenarios where this feature is useful:

  • A user creates an opportunity that other users can own. When an HCM User creates an opportunity, and is entering the field for owners, they will be able to select multiple HCM Users to be the owner of the opportunity. This will appear for each of these users when they go to their Opportunity Tab, and each owner will be able to see the opportunity in the Opportunity widget.
  • An opportunity with multiple owners becomes a job. When an opportunity is open and there are multiple owners on it, as the user creates a job from the opportunity, all the opportunity owners will default as the job owners. 
Now What?

This enhancement is generally available to all BOLD HCM Users. No additional configuration is needed to begin using the enhancement.


For the knowledge base article on Opportunities, click here


For the article on Opportunity Reports, click here



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