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MarioC
Choose account owner on account creation
I know this sounds simple, but I cannot figure out how to do it. When a user creates a new account, the creator is automatically assigned as the owner of the account. I have Customer Service Reps that create accounts, but need to assign the account owner to one of our sales persons. Is there a way to do this on initial creation? Without having to save it, then go back in and change the owner?
Thanks.