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FAQ: How do I update the "Sales Owner" of a Company?
FAQ: How do I update the "Sales Owner" of a Company?

A brief explanation of how to edit the "sales owner" of any Company in First Freight CRM

Todd Collins avatar
Written by Todd Collins
Updated over 4 years ago

To edit the Sales Owner, you must be the CRM Admin for your Company.

Choose COMPANIES on the main navigation menu.

You see all of your Active Companies. Click VIEW to the right of any Company.

Next, click the Edit button to open the Company Edit screen.

On the Edit Company screen, select the "Owner" dropdown and choose another CRM user to be the new Sales Owner of this Company.

When done, click the blue Save button!

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