Assigning owners to licenses, companies, and people creates clear boundaries or territories among teams who have multiple users in the License Database.
How do I assign ownership of a license, company, or contact?
In the upper right corner of any license, company, or contact is a small avatar icon. Clicking this will open a dropdown with the options for assignment. Only active users on your account can be assigned.
Once owners have been assigned, a new "Owner" search filter will be added to your homepage. This allows you to filter the database based on who owns what records.
Still need help? Reach out to us using the on-screen help icon or by emailing email@example.com.