How to transfer ownership of a contract in Zoho Contracts

How to transfer ownership of a contract in Zoho Contracts

The purpose of this guide is to walk Zoho Contract Admins through the steps to transferring a contract's ownership to a new user. These steps must be done by an Admin.

  1. Log into Zoho Contracts 
  2. Click on the "Contracts" tab

  3. Locate the Contract you wish to transfer ownership
  4. Check the box next to the contract you are transferring ownership on and select "Transfer Ownership"

  5. Select a new owner from the dropdown and select "Transfer"

  6. DONE!
      • Related Articles

      • Troubleshooting Zoho CRM Email issues (IMAP)

        The purpose of this guide is to walk users through steps on how to troubleshoot when your email integration is no longer working in Zoho CRM. Try Updating your Connection to Microsoft In Zoho CRM In Zoho CRM, navigate to the settings menu by clicking ...
      • How to configure emails in Zoho CRM (IMAP)

        The purpose of this KB is to guide users through the process of enabling email configuration within Zoho CRM. This allows you to access your customer emails with CRM information, Send and Receive Emails from inside CRM records and synchronize your ...
      • How to Deactivate Email Integration in Zoho CRM (IMAP)

        The purpose of this KB is to guide users through the process of disabling email configuration within Zoho CRM. This can be a powerful troubleshooting tool when IMAP/emails in CRM are not working as they should. In Zoho CRM, navigate to the settings ...
      • How to Sign into Zoho Apps using Microsoft Authentication

        The purpose of this guide is to walk users through the steps of how to sign in to Zoho Applications (All Applications: Zoho Sign, Zoho Vault, Zoho CRM, etc.) after the update to enable Microsoft SSO Authentication as a method for signing in. Navigate ...
      • How to change week start day in Zoho CRM calendar/date fields

        This guide will walk you through how to alter the start day of date picker fields within Zoho CRM. The default is set to Monday, which can throw off some people who are accustomed to seeing calendars starting with Sundays. Below shows a side-by-side ...