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home/Knowledge Base/CRM/Adding an Activity Owner
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Adding an Activity Owner

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To add an Owner to an Activity, click the icon under ‘Who’.

  • When the Activity has first been created, the Owner will be the Creator.
  • ONLY the Current Owner can pass the Ownership to another User.

You can then click the dropdown menu to change the Owner.

  • Once you have passed the Ownership to another User, you will no longer be able to change it again.

Next Step: Viewing and Editing Activities

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