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How can I change owner of a Company?

Giedre -

Anyone who has a permission can change the owner of a Company. This can be done to multiple Companies at once, or to a single Companies.

Single Company

1. Open the card of the Company you want to change owner. 

2. Click on the "Owner" button.

4. Select the new owner for your Companies. 

5. Check boxes if you wish to: 

  • Assign active deals
  • Assign active events
  • Assign related contacts

 

select-new-owner-teamgate.png

6. Click "Confirm".

 

 

Multiple Companies

1. At the Companies page, use filters and search bar to find your Companies. 

2. Mark checkbox next to the Companies.

3. Click on "Change Owner" button.

4. Select the new owner for your Companies. 

5. Check boxes if you wish to: 

  • Assign active deals
  • Assign active events
  • Assign related contacts

 

 

select-new-owner-teamgate.png

 

6. Click "Confirm".

 

change-owner-people-teamgate.gif

 


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