How to Assign Record Ownership

How to Start Using eWay-CRM » Getting Started » How to Assign Record Ownership

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


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


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


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