How to change the account owner
- Go to Sales & Marketing > Accounts.
- Search the account and click the edit icon on the corresponding row.
- Select Account owner from the dropdown list.
- Click Save.
Changing the owner of the account will change the owner of the linked contacts as well. You can’t change owner of a contact, since the ownership is inherited.
Changing account owner can affect some default and customer specific reports. New account owner may belong to a different team than the previous owner. Change causes all account history also to show up under the new owner and the new team.
Changing account owner will not change:
- Opportunity ownership
- Sales Order ownership