Transition management is something that needs to be handled with great care. You don't want candidates and clients to go unattended!

Don't stress out if a user leaves your team!
You can transfer their records to another teammate in seconds :)

Follow the steps below to transfer ownership:

Step 1: Go to "Admin Settings"
Step 2: Click on Users

Step 3: Click on the pencil icon against the user whose records you want to transfer. This could be a Deactivated user.

Step 4: Click on the "Transfer" button and use the dropdown to transfer records to any other user.

You'll get a success message once the transfer is successful!
This should take seconds :)

Happy recruiting :)

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