How can I change the account owner?

You can change the account owner within the "Accounts & Contacts".

Change the account owner

  1. Click the “Accounts or Contacts'' on your Pipeliner tool bar.
  2. Double-click to open and view particular account/contact.
  3. Click the “Change” button within the right side of the form.
  4. Select the new owner and click "Save".
  5. Click the "Save" button to finish.

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