If you need to change the Owner (primary account holder) of your account in Leadsales, here we explain the possible scenarios and how to manage them properly.
Only the current Owner of the account can request the change of ownership.
If you do not have access to the current Owner, we will explain below what to do.
When the Owner registered with an incorrect, personal, or no longer used email.
Request the change through the support bubble.
Fill out the following form: Form - Owner Email Update
When the Owner is no longer part of the team or there has been an administrative change.
Request the change through the support bubble.
Fill out the following form: Form - Owner Change
When there is no currently assigned Owner in the account.
A user with the role of Admin must request the assignment of a new Owner.
Fill out the following form: Form - Assignment of a New Owner
If you are unsure which option to apply, write to us via the support chat, and we will assist you.
The process is not lengthy: we review the information as soon as we receive your completed form.
If you have questions about which form to apply or need help with the process, write to us via the support chat. We are here to help you.