How to Change Item Owners

How to Start Using eWay-CRM » Getting Started » How to Change Item Owners

  1. Open a card and find the owner in the bottom left corner.

    change_owner_01

  2. Click on the owner, select Edit and choose a new owner in the pop-up window. Only an active user can be a deal owner.

    change_owner_02

  3. The new owner will receive a notification as in the picture below.

change_owner_03

Do you have questions? Our consultants have answers.

Please leave this field empty.