> For the complete documentation index, see [llms.txt](https://docs.sprinthub.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.sprinthub.com/en/topics/general/crm/crm-automations/crm-crm-automation-changing-the-responsible-person-for-the-opportunity.md).

# CRM - CRM automation changing the Opportunity owner

## In SprintHub it is possible to change the person responsible for the Opportunity and do so automatically, optimizing working time in your CRM. 

### Follow the steps below: 

1. **Create the automation:** 

* Access your CRM: Go to the Automations section.
* Start creation: Click "Create Automation" using the "+" button.

<figure><img src="https://lh7-us.googleusercontent.com/docsz/AD_4nXf5ZFyIqrrtKPdMwOGd-s_4CNxxMjT6ukxpkA_A2qG-Q8F0srVj4K-jeldfuhwOfSBnIc7ruR7PE_A7UF-snfcU1wo_Sp3AZiiybP2by_GfS1Ag7ph8kupcRMQGBVmekj42EXBqmNeH5aUsESISesREv4vq?key=adg3eBvWoU-Ybdck-PeySg" alt=""><figcaption></figcaption></figure>

2\. **Configure and Save**:

* **Enter a Title:** Give the automation a descriptive name.
* **Set up a Trigger:** Choose a trigger of your preference (in the example, “An opportunity field is updated” was used).
* **Set the Condition:** Choose a condition of your preference (in the example, “The opportunity value is...” was used).
* **Choose the Action:** Change the person responsible for the opportunity.
* **Configure the Action:** Choose the “type of assignee” to be inserted and then save.
* **Describe** exactly what the action will do.
* **Additional Settings:** Choose according to your strategy.
* **Save the Automation:** After configuring, save the automation.

<figure><img src="https://lh7-us.googleusercontent.com/docsz/AD_4nXdDqZimr5D_TGcnSfvTfEtGqTZoZC8MUzIn4pdSKsA9rTX51Yzg77QMArpYMcrDdOPdVTzVA_woLu8y5yaHSfmTjpYsUYOPKlBCrR-a75G-iNHveSgVGop1n4-EToXXIPBCKzW9uHsWq0fZ0bE4_jcCmzSS?key=adg3eBvWoU-Ybdck-PeySg" alt=""><figcaption></figcaption></figure>

<figure><img src="https://lh7-us.googleusercontent.com/docsz/AD_4nXfYDA2_lp3oz1n-T_js9FNBpmhQZsN9hQWinR5KGT_eMXIuI2C68dCCatKLHH8h0u3B412VQNECKEUz9u9wkdt643s8ZUSgb22vcnLwKdcM_CILRsM8_WstM1bIkO1hR3TmtHFq0d3sWagKLZdeHqJSDlk?key=adg3eBvWoU-Ybdck-PeySg" alt=""><figcaption></figcaption></figure>

<figure><img src="https://lh7-us.googleusercontent.com/docsz/AD_4nXfQVtwtDu4sc4CIL2eLl8fGlCV9UtNEnAUc091fQaCzfABExFsLNPQFaXFdcG6vCESkXeWwb1hKU0BnsTG4zqFfGmr2HqqdcIEsiGeXyU79jpfWrdpLBPY2_r0ds_07sRsoGn0MTn6UkEXtgpb0yAJ4tQw?key=adg3eBvWoU-Ybdck-PeySg" alt=""><figcaption></figcaption></figure>

{% hint style="danger" %}
*<mark style="color:red;">In cases where the Lead's permission is already tied to a user, it will be necessary to include an Action to “Change Lead access permissions.”</mark>*
{% endhint %}

<figure><img src="https://lh7-us.googleusercontent.com/docsz/AD_4nXd8dbEguPosjMqGp1HZ2gu51o_CFZZ3cBQmuU8loc8cFaRGT81HbgUxVwDvp9-HEQDypxY-dwwQiSmr4qlj8pJN6USxW8mGcREXVtOFt61b4rPDQABaRAZZTWkM6c-IQU8jamH90hn_ezGxPVnqB9bKm7Ll?key=adg3eBvWoU-Ybdck-PeySg" alt=""><figcaption></figcaption></figure>

<figure><img src="https://lh7-us.googleusercontent.com/docsz/AD_4nXdOuik-Do9C1bu5aPPlQ6tD2r4DfuPbfczcWMT3jGCY6PZhIreJPjUpSlvhz2986qkYghPCgTNLwpG82vqSjQClabzn3sbOdj6TiMSpStCBIz3b3Zk5WkMWsN8Df2BMde_0wtGJybkyN-kWf68-LhkxrNke?key=adg3eBvWoU-Ybdck-PeySg" alt=""><figcaption></figcaption></figure>

<figure><img src="https://lh7-us.googleusercontent.com/docsz/AD_4nXf_g94XhOdyKRXmlPQI4hXUOo_jS6cHNtbNgz6DwFde0XurJJ6tf2Gl8NZyJsO8oh9-MQ5m6FT8zIO4j-9OS2z9EITwWXXQoKrT72P29HbNGeLSuuqJinnloMdIAOJ_-leSxw6PkpoqdZE71ky0lrIAPLaC?key=adg3eBvWoU-Ybdck-PeySg" alt=""><figcaption></figcaption></figure>

3\. **Run the Automation:**

* Start the Automation: Press “play” to begin execution.

<figure><img src="https://lh7-us.googleusercontent.com/docsz/AD_4nXehv4GpEt5Vf2Q_2fFmo5is-9eDBSJxyPKED-9dI80_hBna1TVhszfZuzECn8kSEHYmcz_NrGHiN2zxjKJPI_ivdMQTn65fbeGIz9H-49JjRsFNrt-HD9dYP-mmj3ZqcMO9OADVXp6pG14WndfUj3Zz_KqJ?key=adg3eBvWoU-Ybdck-PeySg" alt=""><figcaption></figcaption></figure>

{% hint style="info" %}
*<mark style="color:blue;">It is possible to create this same automation in the pipeline. To do so, switch to the “Pipeline Automations” tab and click “+ New Automation.”</mark>*
{% endhint %}

*Done! Your automation is configured and running.*


---

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