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How do I change the owner of a contact?

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You can change the ownership of a Contact from the Contact Detail page.

Navigate to the Contacts TAB

Choose a Contact

Choose a Contact

1. Click on the name of a contact in the recent contacts list

OR

2. Choose a list view to find the contact you are looking, and click the Name of the contact to navigate to the contact detail record

Choose Change

Choose Change

Select Change next to the name of the current owner.

Ownership Edit Page

Ownership Edit Page
  1. Type all or part of the new owner's name in the search field.
  2. Click the look-up icon:
    • Clicking Lookup opens a lookup search dialog window that allows you to search for the person you want to add as the new owner. 
    •  A blank lookup is performed when you click the lookup icon without entering a search term.
  3. Select the Send Notification Email checkbox to notify the new owner.
    • The “From” email address displayed in the notification is your return email address as set in the Email Address field of your email settings.
  4. Click Save to save your changes.

Back to the Contact

Back to the Contact

You will be returned to the Contact Detail page where you can observe the ownership changed.

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