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Set a record owner on a contact

This article explains how to assign or change the record owner of a contact.

Written by Cristiana Ghinea

There are only certain items that can be set as a record owner on a contact.

  1. Click CRM, then click Contacts.

  2. Search for the contact and click it.

  3. Select the Control Tab.

  4. Click the Record Owner field and either:

    • Click Edit to enter full edit mode and select a permission or user from the available list .

    • Hover over the Record Owner field and click the Edit Icon and then select a permission or user from the available list.

Here you are able to use permissions that exist within the system to allow a group of users to manage a record. The other option is to use a username to set one contact to a record owner.

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