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Workflow Action: Remove Owner from Opportunity

Overview​

The Remove Owner from Opportunity action in Stack allows you to clear the assigned owner of an existing opportunity, leaving it unassigned. This can be particularly useful in workflows where you need to temporarily remove ownership, such as when redistributing leads or resetting ownership after a deal is closed.

Action Name​

Remove Owner from Opportunity

Action Description​

When triggered, this action unassigns the current owner of the opportunity, resulting in the opportunity becoming ownerless unless a subsequent step reassigns ownership. If your system settings sync contact and opportunity owners, the contact owner may also be removed, depending on those sync settings.

Important: This action requires an opportunity to be in context—either because the workflow was triggered by an opportunity or because a prior Find Opportunity step located one. Without an opportunity in context, this action will not execute.

Action Details​

Value Name​

  • Action Name: A unique label for identifying this step in your workflow.
    Mandatory

  • Opportunity to Unassign: The opportunity that triggered the workflow or the one found by a preceding Find Opportunity step. If both are present, the result from Find Opportunity takes precedence.

Sync Settings​

  • If contact and opportunity owners are synced (configured in Opportunity Settings), removing the opportunity owner may also remove the contact owner.
  • If contact and opportunity owners are not synced, only the opportunity owner is removed.

Edge Cases​

  • No Opportunity in Context: If the workflow was not triggered by an opportunity and there is no preceding Find Opportunity step, this action is skipped.
  • Multiple Opportunities: Even if a Find Opportunity step could match multiple records, only one (earliest or latest) is ever updated, leaving the rest unchanged.
  • Already Unassigned: If the opportunity already has no owner, this action effectively makes no changes.

Example​

Scenario: A workflow detects that an opportunity is closed and needs to be reassigned or left unassigned for administrative processing.

  • Trigger: Opportunity status changes to “Closed.”
  • Action: Remove Owner from Opportunity
  • Action Name: “Unassign Closed Deal”

If the workflow was triggered by a specific opportunity (or a Find Opportunity step identifies one), this action removes its owner, leaving the opportunity unassigned. If your system syncs contact ownership with the opportunity, the contact’s owner may also be cleared.