Zoho Admin Issue Report: Owner Issues in CRM

Zoho Admin Issue Report: Owner Issues in CRM

Sometimes internal users neglect to change the default Prospect or Contact Owner from themselves to the proper LE Consultant in CRM. If you have been assigned correct Contact or Prospect records in CRM, please follow the steps below:

1. Via the report you received, access the Contact or Prospect record by clicking on the provided URL.


2. Locate the proper Territory Name to the best of your ability.
  1. If you have the zip, utilized the LE Territory map?
  2. If an attachment was uploaded, is there a city and state available?
  3. If a quote was provided, did the Owner provide a city and state?
If you cannot determine the correct information, please open an IT Ticket.

3. Change the Contact / Prospect Owner to the correct Rep in CRM. 

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