How do I change the Account Owner?

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:

  1. An existing Account Owner will need to change the new Account Owner's role to Account Owner.
  2. 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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