You can now assign an owner when creating or editing an account

You can now assign or change the owner of an account when you create or edit it, and see owners in the account list. With AI Phone, you can also forward calls directly.

What's new#

• The create and edit form for accounts now has an "Owner" field below "Category." You can pick any member of your company.
• When you create a new account, you're selected as the owner by default.
• If the owner has left the company, their name stays selected and visible. To reassign the account, choose an active member.
• The account list has a new "Owner" column. On a phone, the owner appears on each account card.
• The owner filter in the list now includes every active member of your company.
• If you use AI Phone, a "Forward calls directly to owner" switch appears next to "Owner." When it's on, calls from that account are marked for direct transfer to the owner. Calls aren't forwarded if no owner is set or the owner is no longer active. If no owner is set, the form reminds you to assign one first.

Who it's for#

• Anyone who manages accounts in Sales Management
• The "Forward calls directly to owner" switch appears only if you use AI Phone.

How to use it#

1. Open the form to create an account, or edit an existing one.
2. Choose a member under "Owner."
3. If you use AI Phone, turn on "Forward calls directly to owner" if needed.
4. Save your changes.