I am the key contact, and I am leaving/retiring. How can I transfer the account to someone else?
You can assign a new key contact by following these steps:
Go to
My Profile
.
Click on
My Organization
.
Click on
Org Members
.
Find the appropriate name of the new key contact, and toggle the
Is
Key Contact
switch to
ON
.
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Last Updated on Thursday, December 01, 2022 03:25 PM