Monday, August 31, 2015

ZOHO CRM - TRANSFERRING OWNERSHIP OF RECORDS

Say you have 10 Zoho CRM User licenses... one employee is leaving the company and another is joining, and you want to transfer Accounts/Contacts (records) ownership from the old employee to the new employee.  You have to delete the old employee first to make room for the new employee, right? And you think that that action will somehow mess with the old employee's record ownership, but it doesn't!  The system maintains knowledge of the old employee, they are just considered a deleted employee.

to make the transfer:


  • Click the Accounts Tab in the top nav bar
  • Click the Account Tools Drop down (upper right) and select Mass Transfer Accounts
  • Click the spy glass next to the Transfer From field to display the list of users
  • By default active users are displayed
  • Change the display to Deleted users by using the drop down in the upper right hand corner (as shown).
  • Repeat the same for the Transfer To selection, selecting your new active user.
  • You also have the option of defining criteria for the transfer 
NOTE - by transferring accounts, all related contacts, potentials and activities are also transferred.

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