In addition to sharing records with other users, you can change the ownership of a record. Most of the records in CRM (accounts, contacts, leads etc..) are owned by a user or team. CRM allows you to change the record owner. In this example, you will change the ownership of a contact record.




1. In CRM, open a Contact record.

2. On the ribbon, click the Assign button.

3. Click Assign to Another User or Team

4. Select a user by typing in the name or click the lookup button.

5. Click OK.




Inactive users can own records, but you can only assign records to active users. If a user is deactivated, records already assigned to that user will remain assigned, but no other records can be assigned to the user until they are re-activated.