How can I change the Owner in Zoho CRM Plus?
1. Log on to https://crmplus.zoho.com/ and sign in using your email address and password.
2. Click the User icon displayed on the top-right corner of the page. You'll see a panel slide to the right.
3. Click the Admin Panel link displayed in the sliding panel. You'll see the Admin Panel with the Users page displayed by default.
4. Click the Organization tab. In the Organization page, hover the cursor over the Owner Info section and then click Change Owner.
5. You will see the Change Owner pop-up window.
6. Enter the owner's name or email address in the text box. A dropdown list will appear, displaying any matching user names with their email address.
7. Select the new owner's name. The name and email address will be displayed in the text box.
8. Click Change Owner. The Owner name will be updated.
Note: Only the existing owner will have the option to change the owner in Zoho CRM Plus.
Access your files securely from anywhere
Zoho CRM Training Programs
Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.
Zoho DataPrep Personalized Demo
If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.
- Zoho Workerly Home
- Forums
- Connect With Us:
- Zoho Recruit Home
- Forums
- Connect With Us:
New to Zoho Writer?
Create. Review. Publish.
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Zoho Marketing Plus?
Everything you need to run your marketing
You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.
New to Zoho Survey?
Zoho Sheet Resources
Zoho Forms Resources
New to Zoho Sign?
Zoho Sign Resources
Sign, Paperless!
New to Zoho TeamInbox?
Zoho TeamInbox Resources
New to Zoho ZeptoMail?
Design. Discuss. Deliver.
New to Zoho Workerly?
New to Zoho Recruit?
New to Zoho CRM?
New to Zoho Projects?
New to Zoho Sprints?
New to Zoho Assist?
New to Bigin?
Related Articles
The Admin panel - Overview
As your business grows, you will experience challenges in security and user administration. The more users you have, the more important it is to securely identify them and determine their level of access. The solution for effective security and user ...Zoho CRM Plus - Getting started guide for Marketing teams
A day in the life of a marketer involves diverse responsibilities. Zoho CRM Plus has all it takes for your marketing teams to reach out to your prospects with the right messages, build a strong social media presence, and get meaningful returns on ...Can I change my payment method in Zoho CRM Plus?
Yes, you can change your payment method in Zoho CRM Plus from the Manage Subscriptions page. Click this link to learn how to change your payment method.What is the difference between Owner and CRM Plus Administrator / Super Admin in CRM Plus?
The Owner is the primary contact person in the organization. The Owner can manage all the core functions within CRM Plus as well as the affiliated applications and can also change the portal name and designate a new owner. The CRM Plus Administrator ...Integrating Zoho Directory with Zoho CRM Plus
What's Zoho Directory? Zoho Directory is a workforce identity and access management software that helps businesses manage access to applications and devices from a centralized location. This single point of control simplifies the process for the ...
New to Zoho LandingPage?
Zoho LandingPage Resources