User

Options
Jarno Räsänen
Jarno Räsänen Member Posts: 1
edited July 2022 in Sales CRM #1

 I have small problem. One of our employees has left our company and he is one of our Pipedrive user. I try to deleting his user account from Pipedrive. There was an announcement that "he is the owner of xxx number of organizations and individuals". How can I easily change the owner (organizations and individuals) so that the data is not destroyed when the user is deleted?

Comments

  • Brad Krause_13404
    Brad Krause_13404 Member Posts: 373
    5 Up Votes First Comment
    edited February 2021 #2
    Options

    @Jarno Räsänen nro To change the ownership go to list view of each people, orgs, and deals. In the upper right filter to that person's name.  Then select the top check mark in the upper left to select all items. Options will pop out on the right that will allow you to change ownership of all selected items at once. very straightforward. Do that dor each people, organizations, and deals. 

Categories