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 - This option appears for records that are unassigned or assigned to a team. Use it to take ownership yourself.
   • Assign to User- Make another user the owner.
   • Assign to Team- Give ownership to a team. Any member of the team can then claim the record.
4. For Cases and Tasks, you can also add a comment.
   The comment becomes part of the case record, and is included in the notification message that goes to the new owner.

Tip: Drag the bottom right corner of the box to make a larger area to type into.

Learn more: Transfer Ownership for a Group of Records