Assign Record Ownership
- Open a card and find the owner in the bottom left corner.
- 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.
- The new owner will receive a notification as in the picture below, if the item is deal.
Do you have questions? Our consultants have answers.
Do not hesitate to contact us.
You can also book our consultant. We will make a demo just for you.
