How do I change the ownership of the records?

Modified on Fri, 14 Feb, 2014 at 2:26 PM

  • 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

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