If you would like to change the owner of a Contact within Webdadi, you can do this easily by following the next steps:
- Log into Webdadi
- Select Contacts from the blue menu on the left hand side
- Search for the contact you wish to amend.
- Right click on the contact you wish to change the ownership of and select Contact Options.
- Then select Change Agent.
- Select the new owner from the drop down list and select OK.
- This will change the owner to the new agent.
- Once saved, when you click back into that contact and click on the Notes tab, you will see a note showing that the contact has been changed.