How do I change ownership of records I created?

Modified on Wed, 17 Nov 2021 at 10:23 AM

**You will only be able to change CRM record ownership if you are the owner of the record. Otherwise admins can bypass this and change ownership via Admin-->Data Management.**
  • CRM – Contacts – Select any contact record you wish to change the ownership and and from Manage Records select Change Owner. The system refreshes and displays the Select Owner screen
  • In the Select Owner screen, select the required owner from the Select Owner drop-down list and click on Done link. The system prompts you for confirmation
  • Click the OK button to change the ownership of the record to the selected owner
  • Click the Cancel link to cancel the alert message and return back to Select Owner screen

Note: You can select multiple contacts and change their ownership. You must be the original owner of the Contact/Companies/Candidates/Job Orders in order to change the owner

Was this article helpful?

That’s Great!

Thank you for your feedback

Sorry! We couldn't be helpful

Thank you for your feedback

Let us know how can we improve this article!

Select atleast one of the reasons

Feedback sent

We appreciate your effort and will try to fix the article