How to Transfer ownership?
Let us take the example of the Contacts Module
To begin creating please follow the steps given below:
- Login as an Admin User
- Go to Main Menu > Marketing > Contacts Module
- Select the records by clicking on the checkbox from the Contacts Listview
- Next to Transfer the records to another user click on "More action" and select "Transfer Ownership"
- In the Transfer Ownership popup, select the Modules from the drop-down list
- Next click on the "Assigned To field' and select the individual users or a group of users from the drop-down menu
- Finally, click on the Save button
What is the difference between “Assigned To” and “Transfer ownership”?
1. Assigned to field allows you to assign a record, either to an individual user or a group of users in any Module.
2. Transfer of Ownership is basically a tool that allows you to reassign Ownership in bulk.