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ATZ CRM Help Center

Assigning Owners to Records

In ATZ CRM, assigning owners to records (such as candidates, leads, or job openings) is a key feature that helps streamline the workflow and ensure clear accountability within your team. The ” owner ” of a record is typically the team member responsible for managing and moving the record through its respective process or stages.

Here’s how assigning owners to records generally works in ATZ CRM:

  1. Click on the Candidates Entity in ATZ CRM.

  2. Open the candidate profile or the record you wish to assign to a recruiter.

  3. On the detail page, click on the Owner Button.

  1. Select the team member from a dropdown list of available users.

  2. Click on Confirm and save the changes. The new owner will now have access to manage the record.

Done, you have assigned owner to a record in ATZ CRM successfully!

Hope this helps:)