Permissions for Changing Lead or Contact Owner
Who can change the owner of a lead or contact in Zendesk Sell?
Only users with the proper access permissions can change the owner of a lead or contact in Zendesk Sell.
If you have the necessary permissions, you can change the owner of a lead or contact either individually or in bulk. If you're unsure about your permissions, you may need to check with your administrator or refer to the user permissions settings in Zendesk Sell.
More related questions
How can I change the owner of a lead or contact in Zendesk Sell?
Changing the owner of a lead or contact in Zendesk Sell is straightforward. You can do it individually or in bulk. To change the owner of a single lead or contact, go to the Leads or Contacts page, click on the lead or contact you want to edit, and…
Can I change the owner of multiple leads or contacts at once in Zendesk Sell?
Yes, you can change the owner of multiple leads or contacts at once in Zendesk Sell using the Index or Table views. To do this, navigate to the Leads or Contacts page, and in either the Index or Table view, select the checkboxes next to the names…
Is there a way to automatically update employee ownership when changing a company's owner in Zendesk Sell?
Currently, Zendesk Sell does not automatically update employee ownership when you change a company's owner. If you change the ownership of a company, you will need to manually update the ownership of each employee associated with that company. This…
How can I suggest a feature for Zendesk Sell?
You can suggest a feature for Zendesk Sell by posting on their uservoice page. Zendesk encourages users to share their ideas for improvements on their community discussion page. This allows other users to upvote your request, and the Product Team…
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