- CRM – Contacts – Select any contact record you wish to change the ownership and click on Change Owner link. 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