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I am the key contact, and I am leaving/retiring. How can I transfer the account to someone else?

You can assign a new key contact by following these steps:
  • Go to My Profile.
  • Click on My Organization.
  • Click on Org Members.
  • Find the appropriate name of the new key contact, and toggle the Is Key Contact switch to ON.
Last Updated on Thursday, December 01, 2022 03:25 PM