Chapters · 6 of 9
- 01 · One Business, Four Kinds of Records
- 02 · Define Leads and Contacts
- 03 · Build the Person Lifecycle
- 04 · Define Opportunity Stages
- 05 · Build the Account Lifecycle
- 06 · Assign Owners and Handoffs
- 07 · Define Important Fields and Sources
- 08 · Resolve Conflicts and Open Questions
- 09 · Capstone: Publish the Business Truth Map
12 min · Interactive exercise
Chapter 6 of 90 complete
Assign Owners and Handoffs
Build acceptance, rejection, overdue, and exception paths with one accountable owner.
Scene 1 · The handoff that never landedScene 1 of 4
Somebody owns this. Probably.
Marketing submits Priya to Sales. A workflow switches the owner field to a Sales rep and marks the handoff complete. The rep is on holiday, has not opened the record, and does not know it exists.
Priya, submitted · owner set to Morgan Lee, who has not seen this
Every report says this handoff succeeded. The only thing that actually happened is that a field changed value.
The rule this chapter uses
A handoff is a two-party transaction. One side offering is not the other side agreeing, and an owner field is a record of who is accountable — not evidence that they ever accepted.
Business Truth Map · 0 of 9 sections started
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Chapter 6 of 90 complete