Assign Record Ownership

Tutorial for

1. eWay-CRM Desktop
2. eWay-CRM Online
3. eWay-CRM Mobile

eWay-CRM Desktop

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, if the item is deal.

eWay-CRM Online

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



 

2. Double-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.

eWay-CRM Mobile

1. Open the item. click the Edit button in the top part of the screen.



 

2. Swipe down were is the Owner field and tap it.



 

3. Select the new item owner from the list.



 

4. Save the item.