- 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
Was this article helpful?
That’s Great!
Thank you for your feedback
Sorry! We couldn't be helpful
Thank you for your feedback
Feedback sent
We appreciate your effort and will try to fix the article