Transfer Ownership of a Visualizer using the Sales Dashboard

Overview

Using Sales Dashboard you can easily transfer the ownership of your visualizer to another member of your organization.

Step-by-Step Guide

1. Follow the steps to Create a Visualizer.

   

   
   

2. Click Actions and then click Transfer Ownership from the drop-down list.

   
   

3. The Transfer Ownership pop-up box appears.

   

   
   

4. Select the name of the person to whom you want to transfer the ownership from the Member drop-down list.

   
   

5. Click Transfer.

   

   
   

6. You get a message that the ownership has been transferred successfully.

   
   

7. Click Close.

   

   
   
8. The person to whom you have transferred the ownership would be notified through mail.