Assign Owner

From the ‘Share & Assign’, you can Assign Owner for the selected record.


You can assign any record to specific user or team by clicking on “Assign Owner” option from specific user’s details. [1]


Selecting Assign Owner option, it opens a dialog box where dropdown list of all the CRM users is provided to select user or team as required. After selecting the appropriate User/Team, click on Assign button. [2]


Note: When assigning record to a user or team, that specific user or team should have role assigned to it or else record won’t be assigned.

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