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Transferring Ownership of Records

You own a record when your name is in the Owner field. Typically, you can view and edit all records that you own. You become an owner when:

  • You create the record
  • The record is assigned to you
  • You are in a group that owns the record (with group ownership, your name might not appear in the Owner field)

You can transfer the ownership of most records if:

  • You own the record
  • One of your direct reports owns it
  • Your privilege and access level permit it

NOTE: For account, contact, and opportunity records only, you can also transfer the ownership if the record owner has granted you full-access rights to that record.

To transfer ownership of a record

  1. Select the record.

    For instructions on selecting records, see Finding Records.

  2. On the Detail page, click Edit.

    NOTE: If the inline edit feature is enabled for your company, you do not need to click Edit to go to the Edit page.

  3. Click the Lookup icon next to the Owner field.
  4. In the Search window, click the Last Name link of another employee.
  5. Save the record.

Published 05/11/2007