The Owner feature allows you to send a SalesDoc on behalf of someone else in your team.
By default, the Owner = Creator.
If you change the Owner, all customer-facing communication (emails, notifications, etc.) will come from the selected owner instead.
This is especially useful for teams where:
Sales reps manage the relationship
Support or admin staff build the SalesDocs
Step 1: Open Header Toolbox
Click the header section in the SalesDoc preview to open the Document Details and Header toolbox.
Step 2: Set the Owner
In the Owner dropdown, select the person you want to assign.
By default, this is you (the creator)
Select another team member to act as the owner
What Happens Next
1. Communication
All outgoing communication will come from the Owner, not the creator.
This ensures the customer sees a consistent point of contact.
2. SalesBoard
On your SalesBoard, the creator and owner can appear as different people.
This allows for clearer visibility, filtering, and segmentation of your sales activity.
3. Reporting
Reporting distinguishes between creator and owner:
Sales Report by User → tracks sales by creator
Sales Report by Owner → tracks sales by owner
This gives you flexibility in how you measure performance across your team.
When to Use This
A sales rep owns the relationship, but someone else builds the quote
You want a consistent point of contact for the customer
You’re supporting teammates without changing customer-facing ownership
Summary
Owner controls who the customer sees and hears from
Defaults to the creator, but can be changed anytime
Keeps internal tracking while presenting a consistent external contact