Ownership

Defining Ownership & Shared Owners

What is Ownership? In Marketscape CRM we use the term "ownership" to indicate assignment of accounts, contacts, or re...
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Ownership - Requesting, Assigning, and Removing

OverviewMarketscape CRM uses the terms "ownership" and "shared owner" to indicate assignment of accounts, contacts, o...
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Adding or Removing Shared Owners

Trella Health uses the terms "ownership" and "shared owner" to indicate assignment of accounts, contacts and referral...
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Approving Ownership Change Requests

Overview Marketscape CRM uses the terms "ownership" and "shared owner" to indicate assignment of accounts, contacts a...
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