Applicable plans
Sprout Blossom Garden EstateForest

You can assign accounts to users individually. By default, the user adding an account is made the owner but you can always reassign the account to a different user.


Assigning an account to a user from the details page

  1. Select an account from the Accounts list view page. In the details page of the account, click the View and edit all fields icon.
  2. In the Edit account overlay, choose the user you’d like to assign the account to from the Owner drop down.
  3. Hit Save.