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Getting Started > Working with Records > Transferring Ownership of Records

Transferring Ownership of Records

You own a record when your name is in the Owner field. Typically, you can view and edit all records that you own.

Depending on the record ownership mode that your company administrator configures for a record type, you might automatically become the owner of a record when you create the record. For more information about record ownership modes, see About Data Access, Record Sharing, and Record Ownership.

You also become the owner of a record when any of the following happens:

• The record is assigned to you.
• You are in a group that owns the record. With group ownership, your name might not appear in the Owner field.

You can transfer the ownership of most records if:

• You own the record.
• One of your direct reports owns the record.
• Your user role and access levels permit it.

NOTE: For account, contact, and opportunity records only, you can also transfer the ownership if the record owner has granted you full-access rights to that record.

To transfer ownership of a record

1. Select the record.

   For instructions on selecting records, see Finding Records.

2. On the Detail page, click Edit to open the Edit page.

   NOTE: If the inline edit feature is enabled for your company, you do not have to open the Edit page. Instead, you can edit the Owner field directly on the Detail page.

3. Click the Lookup icon next to the Owner field.
4. In the Lookup window, click the Last Name link of another employee.
5. Save the record.