Anyone who has a permission can change the owner of a Company. This can be done to multiple Companies at once, or to a single Companies.
Single Company
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Open the card of the Company you want to change owner.
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Click on the “Owner” button.
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Select the new owner of your Companies.
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Check boxes if you wish to:
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Assign active deals
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Assign active events
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Assign related contacts
6. Click “Confirm”.
Multiple Companies
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At the Companies page, use filters and search bar to find your Companies.
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Mark checkbox next to the Companies.
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Click on “Change Owner” button.
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Select the new owner of your Companies.
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Check boxes if you wish to:
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Assign active deals
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Assign active events
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Assign related contacts
6. Click “Confirm”.