The person who works a household is a Producer. You change it on the household's page, or for many households at once from a list. Who can change it depends on your role.
Who can do it
- The account owner and account managers see the Producer menu on every household.
- Everyone else sees the Producer menu only on households they own and on households with no producer. On any other household, Producer shows a name with no menu.
- Only the account owner and account managers see Change Owner, which changes many households at once.
Steps: one household
- Open the household's page from a list, or with the search box at the top.
- On the Overview tab, find the Household Details card.
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Open the Producer menu and pick the team member.
The change saves as soon as you pick a name, and you see "Producer updated." There is no Save button for this. The household appears in the new producer's lists. It leaves yours.
If Producer shows a name instead of a menu, this household belongs to someone else and your role doesn't show the menu for it.
Steps: several households
- Open Leads, Prospects or Customers and tick the checkbox beside each household.
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In the Bulk actions bar above the list, click Change Owner. The button shows only for the account owner and account managers, and stays greyed out until you tick a household.
- In the Change Owner box, open New owner, pick a team member, and click Save.
You see "Owner updated for" the number of households you picked.
What happens next
To find a household you gave away, use the search box at the top. It no longer shows in your lists.
Troubleshooting
- If a team member is missing from the menu, they may not be active. Only active team members are listed.
- If you see an error after picking a name, the change was not saved. The message says why.
Related
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