ANTE User Manual

Relationship Owners

Relationship Owners are the team members designated to handle CRM relationships. They are the people who can be assigned to deals as the owner of that relationship.

Right-click a row to open it, copy the email, or archive or activate the owner.

Overview

This page lets you:

  • See who is set up as a relationship owner
  • Assign more team members as relationship owners
  • Archive (deactivate) or reactivate a relationship owner

Relationship owners are drawn from your existing employees. Assigning someone here makes them available to be selected as the owner on deals.

Finding This Page

  1. Open the CRM module in the sidebar
  2. Click Relationship Owners

Page Layout

  • Assign Owners button (top right) — opens the assignment dialog
  • Search — search the list by First Name, Last Name, or Email
  • Owners Table — the list of relationship owners

Relationship Owner Information

Each row in the table shows:

ColumnDescription
NameThe team member's full name
EmailTheir email address
RoleTheir system role
BranchThe branch they belong to
StatusActive or Archived
AddedThe date they were assigned as a relationship owner

The list is sorted by Added (newest first) and shows 12 owners per page.

Common Tasks

Assigning Relationship Owners

  1. Click Assign Owners
  2. The Assign Relationship Owners dialog opens, listing eligible employees who are not yet relationship owners
  3. Narrow the list if needed:
    • Search employees — type a name to filter
    • All Branches — filter by branch
    • All Departments — filter by department
    • All Roles — filter by role
  4. Tick the checkbox next to each employee you want to assign (use the header checkbox to select everyone shown)
  5. Click Assign Owners — the button shows how many are selected, e.g. Assign Owners (3)

Each employee row in the dialog shows their Employee ID, Name, Branch, Department, and Role.

📌 Note: Only employees who are not already relationship owners appear in the dialog. Once all eligible employees are assigned, the dialog will show "No eligible employees."

Viewing an Owner's Details

  1. Click any row in the Owners Table
  2. The detail page opens, showing the Owner Information section:
    • Name
    • Email
    • Role
    • Branch
    • Status (Active or Archived)
    • Added date

Archiving an Owner

  1. Open the owner's detail page
  2. Click Archive (top right)
  3. The status changes to Archived

An archived owner stays on record but is no longer an active relationship owner.

Reactivating an Owner

  1. Open the archived owner's detail page
  2. Click Activate
  3. The status returns to Active
  • Contacts — External points of contact
  • Companies — Company records
  • Deals — Sales opportunities (where a relationship owner can be the deal owner)

💡 Note: Assigning relationship owners makes those team members available to own deals and CRM relationships.

How It Connects

Set up first

Feeds into

  • Deals — the Relationship Owner field on a deal offers these people.
  • Dashboard — the dashboard can be filtered to one owner.
  • Import Deals — the Relationship Owner column of an import refers to these people.
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