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Changing Recruit CRM Account Ownership
Changing Recruit CRM Account Ownership

This article will help you transfer the Recruit CRM account ownership to your other teammate

Sarvesh Gokhale avatar
Written by Sarvesh Gokhale
Updated over a week ago

If you want to transfer the "Account Ownership" to any of your teammates, you just have to follow the below-given steps:

Step 1: Go to Admin settings --> Account

Step 2: Click on the pencil icon against the Account Owner's name

Step 3: You'll get a pop-up with all the active users with "Admin" role, choose the name of a user to whom you want to transfer the ownership of the account to and hit Submit.

Once it is done, ask the new account owner to log out of Recruit CRM and log in again and you're good to go :)

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