Q. The current account owner is leaving the company. How can I change the account owner to me or someone else?
A. To achieve this:
- An existing Account Owner will need to change the new Account Owner's role to Account Owner.
- Go to Account > Profile and update the contact person's information.
Note: We recommend having a minimum of two users with the access role of Account Owner in the case that one Account Owner leaves the company or is terminated.
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