Where to go to change ownership of a client


(Randy Proskiw) #1

Where to go to change ownership of a client


(John Borelli) #2

By ownership are you referring to the re-assigning the user that is the owner on the contact record for the client? You would do that in the contact record.


(Jeff Arnold) #3

Here is a quick video that shows how you could change the Owner of a Contact record both manually and automatically. Hope that helps.

Thanks,

Jeff


Jeff Arnold, President

4Spot Marketing

Infusionsoft Certified Partner

PlusThis Certified Partner

Zapier Certified Expert

4Spot Marketing • 4SpotMarketing.com

11700 W Charleston #170-160 • Las Vegas • NV • 89135

O: 702-721-9763 • C: 702-525-9763

Client TestimonialsBook an Appointment