Every record in Zoho CRM has one owner. When an owner leaves the company, filter their records, select them and use Change Owner to reassign them, including the related contacts, activities and deals.

Applies to: Zoho CRM – All clients

Background

All records have an owner, including tasks, accounts, deals and contacts. If you reassign accounts, you probably want to change the owner of the contacts, tasks and deals linked to those accounts as well.

Steps

1. Use search and filters to show the records you want to reassign, for example all accounts owned by the person leaving the organisation.

2. Select the records (up to 100 at a time) and click Change Owner.

3. Select the new owner.

4. Select which related records (Contacts, Activities, Deals) should also change owner.

   

Note: If the records go to several new owners, first add another filter so you only select the records for one new owner at a time.