How to change a responsible person (owner) for a company/people
Changes to a responsible person (Owner) can be made one by one, or for all selected entries. A brief instruction on how to do it:
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Open the company / person card from the list by clicking on the entry name.
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Person in charge (Owner) of the company / person is displayed. Click on the name and choose the different responsible person whom you would like to assign.
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If the company / person has an additional responsible person (Team member) that you want to modify, click the appropriate link on the “Add team member” section and then choose from the list.
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When needed, remove additional responsible people by pressing “X”.
Note: If you change a responsible person to you, for example, remember that it might be relevant for your colleague to see that company among his companies as well. In order to avoid misunderstandings, if you want to work together with the selected company / person, simply add yourself as a team member – then you won’t have to “take away” any entries from fellow colleagues.
How to change a responsible person (owner) for multiple companies / people
Most often, a massive assignment of companies or people is required when changing personnel or the contact list is transferred for further communication. To assign or change a responsible person (owner) for multiple contacts, follow these steps:
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Find the necessary companies / people from your list. If you want to assign responsibility (ownership) of the whole list to one person – no extra settings are required. But if you want to assign a specific person to certain companies, use filtering (types, sources, status, activities, tabs, owner or address).
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Check all the entries. If you are choosing just a few entries from the list, mark them. If you want to assign the entire list, check the box stating “Select All.”
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After checking the necessary boxes, the list of companies / people sub-menu will appear below, and then press “Change owner.”
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Simply choose a person you want to make an owner and click Assign.
If you have any questions regarding the process of changing the responsible person for companies / people, feel free to contact us at [email protected]
