Each Contact, Company, Lead or Deal record within SalesNOW may have one or more secondary owners. This is especially valuable in cases that several users are working together on the same deal, for example. As a secondary owner of a deal record, that record will display in your My Secondary Deals view - see My | Secondary | All Record Views. Also, that record will appear within SalesNOW on your BlackBerry.
To add a secondary owner to a deal record, for example, click on the Deals tab and follow these steps:
Click on the deal name to open that specific deal record
Scroll down the deal record to the secondary owners bar
Click add owner
Click the magnifying glass beside the new secondary owner field to select the individual to whom you would like reassign the deal record
Click continue to add the new secondary owner
Note: Any changes to a record by the record owner or any secondary owner will be synchronized to the SalesNOW Web and BlackBerry accounts for each of them.