Home  >   FAQs   >  Can I transfer the ownership of the CRM account?
FAQs in this section

Can I transfer the ownership of the CRM account?

Table of Contents
Yes, it is possible to transfer the ownership of your CRM account from one user to another.

Follow these steps to transfer account ownership:

  1. Click the User Menu on the top right corner of the screen.
  2. Click the Settings button.
  3. Look for the User Management section.
  4. Select Users.
  5. Click the Customize drop-down in the top right corner.
  6. Select the Change Owner option.
  7. Select the user to whom you want to transfer the account ownership.
  8. Click Save.
Was this FAQ helpful?
0  out of  0  found this helpful.
Comments 0
Be the first to comment
© Copyright 2023 Vtiger. All rights reserved.