Change Record Ownership

To transfer record ownership:

1. Visit the record to be transferred.
2. In the sidebar, click the arrow next to the Owner.
   (Alternatively, click the Actions dropdown.)
3. Choose the assignment option:
   • Claim - Take ownership yourself.
   • Assign to User- Make another user the owner.
   • Assign to Team- Assign the record to a team. Any member of the team can then claim the record.
4. For Cases and Tasks, you can add an optional comment, as well.
   • Drag the bottom right corner of the box to make it larger.
   • The comment is included in the notification message that goes to the new owner.

Note: It is also possible to Transfer Ownership for a Group of Records.