Changing account owner

Learn how to transfer account ownership from the current owner to another user on the account:

• Not sure what account ownership means? Learn more here.
• Please note: Only the current account owner can transfer ownership from within the CRM. If you are not the current account owner, you’ll need to contact us directly.
• Mouse over “Settings” and go to the Users page.
• Note that the user who should become the owner must be listed on the account. If they are not a user, you’ll need to add them first. Learn how to add a user here.
• Select “Account owner” near the top of the page.
• In the dialog that opens, select the user to whom you would like to transfer account ownership. Click “Next.”
• If the other user has not verified their email, you’ll be prompted to send them a verification email.
  
  • If the other user has verified their email, you’ll go directly to sending the confirmation to your email.
• After they’ve verified their email, select the “Ownership transfer in progress” section.
• In the dialog that opens, select “Send confirmation to your email.”
• Check your inbox for the email, and click the link within that email to finalize the ownership change. Once you’ve clicked the link in the email, the other user officially becomes the account owner.
• At any time before the transfer is finalized, click the “Cancel transfer” link to stop the account ownership change.
• Have additional questions or need help to transfer account ownership? Contact us directly.