Setting ownership of an entity

  1. Select any of these entities to set the ownership and build a search criteria:
    • Account
    • Activity
    • Opportunity
    • Issue
    • Project
    • General Object
  2. In the Columns section, select a field to be searched on.
  3. In the Code section, you can specify a value, select from a list, or set a date depending on the selected field.
  4. You can set the search criteria by selecting an operator. You can use several search conditions and connect them using AND or OR operators.
  5. Click Get result.
  6. In the list generated by the search, select an entity or select several entity records.
  7. In the list of users, select the user where the selected entity is assigned.
  8. Click Set owner.
  9. Click Yes.