Account Ownership

Account Ownership - Location

To see the owner of an account, navigate to the Account Detail page, the first field will display the record owner. To change ownership click the Change Owner button next to the Owner field -> a pop-up box will open with a user pick-list, select the user you would like to update as the new record owner.

Account Ownership - Overview

The Account Owner is the user assigned to the record. Usually the record owner is the user who is directly responsible for the Account.


Notes

  • When a user creates a new account, they will automatically be assigned as the owner.
  • The account owner can be changed anytime from within the Account Detail page.