How Do I Re-Assign Ownership Of A Client?

How Do I Re-Assign Ownership Of A Client?

Overview

Matters.Cloud provides a simple to use facility to re-assign the ownership of a client record.

Step 1 - Navigate To Clients List

Select Clients > All clients and locate the Assign button:
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Step 2 - Assign Clients

Select the new User to assign the records to and click the Submit button.



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