Lead User vs. Lead Owner

Depending on how your company has their lead rules set, you might be able to change the user and/or the owner of a lead within your CRM.

Lead Owner - Being the Owner of a lead means that you own that lead and can assign users to the lead if needed. You will have access to the lead's history and activity as well. Usually when you accept a lead, you will automatically assume the owner role. 

Lead User -Being the User means that you posses control of the lead and that the lead will appear in your CRM but you do not own the lead.

To change either the owner or the user of a lead, depending on if your company allows you to:

1. Go to your CRM and find the lead that you need to change the user or owner for.
   
2. Select that Lead to open up their Details
   
3. If you are changing the User, select the pencil icon in the upper right hand corner of the lead details to open up editing mode. Scroll down to the Assigned box and select the new user from the drop down menu. Press Save. You will be prompted to add a note to explain why this has been changed. 
4. If you are changing the Owner, select the pencil icon in the upper right hand corner of the lead details to open up editing mode. Scroll down to the Owner box and select the new owner from the drop down menu. Press Save. You will be prompted to add a note to explain why this has been changed. 
   

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