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.
Related Articles
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 ...Change app owner
Sign in to the Zoho One Admin Panel. Go to Applications, then click the required app. Click Change Owner, then choose a new owner for the app. Note: If the app doesn't allow multiple admins, the current owner will lose admin privileges in the app ...Change organization owner
The user who signed up for the Zoho One account is the first Owner of the organization and will remain so until transferring the role to a different user. To change the owner: Sign in to Zoho One , then click Admin Panel in the left menu. Go ...Change Portal Owner
How to change the Zoho SalesIQ portal owner? You can change the portal owner any time, with an operator who has an administrator role. If you don’t have an operator with administrator role, you have to change the role of the existing operator to an ...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.