Outlook CRM Background
  1. Open a card and find the owner in the bottom left corner.
  2. Item Owner

     

  3. 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.
  4. Select Different User

     

  5. The new owner will receive a notification as in the picture below, if the item is deal.
  6. Owner Change Notification

Do you have questions? Our consultants have answers.

Do not hesitate to contact us.