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
- Select the record.
For instructions on selecting records, see Finding Records.
- 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.
- Click the Lookup icon next to the Owner field.
- In the Search window, click the Last Name link of another employee.
- Save the record.
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