Transfer
Transfer process is the process of transferring the transaction authorizations for any of the account, contact, lead, opportunity or quote modules to another user by an authorized contact.
The authorized contact who carries out the transfer process has transferred all transaction authorizations for the transferred module and loses the transaction authorization on that module.
Transfer Form
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Required Fields:
User: This is the field where the contact to whom the module will be transferred is determined.
Team: This is the field where the team information of the contact to whom the module will be transferred is determined.
Non-Mandatory Fields:
Explanation: This is the field where an explanation/note about the transfer to be made can be written.
Note: The user may want to access that module after the transfer process. Thus, even if the relevant module is transferred, the transferring contact or the team in which the contact is involved retains the viewing authority.
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Transfer Account
🔒 The user must be the "Account Owner" for this operation.
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Transferring the relevant Account from the Account detail page:
Main Menu > Account > Account Title > Account Detail > Transfer
Transfer Contacts
🔒 The user must be a "Contact Owner" for this operation.
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Transferring the relevant Contact from the Contact detail page:
Main Menu > Contact > Contact Name > Contact Details > Transfer
Transfer Leads
🔒 User must be "Lead Owner" for this operation.
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Transferring the relevant Lead from the Lead detail page:
Main Menu > Lead > Lead Title > Lead Detail > Transfer
Transfer Opportunity
🔒 The user must be "Opportunity owner" for this operation.
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Transfer the relevant Opportunity from the Pipeline page:
Main Menu > Sales > Opportunity > Three Points > Transfer
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Transfer the relevant Opportunity from the Opportunity detail page:
Main Menu > Sales > Opportunity > Opportunity Details > Transfer
Transfer Quote
🔒 The user must be a "quote owner" for this action.
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Transferring the relevant Quote from the Quote detail page:
Main Menu > Quote > Quote Title > Quote Detail > Three Dots > Transfer