How do I transfer records to another user or group while deleting a group?

It is important to transfer ownership while deleting a group because every record in the CRM needs to be owned by a user/group.

Follow these steps to delete a group and transfer 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 Groups.
5. Hover over the group that you want to delete.
6. Click the Delete icon.
7. Select another group to transfer ownership of the group being deleted. It is important to transfer ownership because every record in the CRM needs to be owned by a user. By performing the steps below, you will transfer all the records assigned to the group to another group.
   1. Click the Transfer ownership To drop-down to transfer ownership.
   2. Select a user or a group.
   3. Enable the Transfer closed records checkbox if you wish to transfer closed records to another user or group.
   4. Click Save.