Account ownership in Salesloft determines who is primarily responsible for an account. While you can work with accounts you don't own, updating ownership can be important for managing territories, reassignments, and ensuring accurate "My Accounts" lists.

In this article, you will learn how to update the owner of an account, including: 

• Before You Update the Account Owner
• Update Account Owner Instructions
• Additional Information: Update the Account Owner
• Next Steps: Manage Account Ownership

Before You Update the Account Owner

• Have a Salesloft account with permission to edit Accounts.
• When an account is imported into Salesloft it is automatically assigned to and “owned” by the user who completed the import.

Update Account Owner Instructions

To update an account owner, follow these instructions

1. Go to the Accounts List: In Salesloft, navigate to the Accounts tab to view the list of Accounts.
2. Select Accounts: Click the checkboxes next to the Account(s) you want to update. Action buttons will appear at the top of the Account list.
3. Click "Edit": Click the "Edit" button. The Edit module will appear, indicating the number of Accounts to be updated.
4. Select a New Owner: Locate the "Owner" dropdown menu within the Edit module. Click the dropdown menu and select the new owner for the Account(s). Use the search option to quickly find a specific user.
5. Update Accounts:  Click the "Update # Account" button. (The "#" represents the number of selected Accounts.)

Figure 1: Update Account Owner

Additional Information: Update the Account Owner

You can also edit the Tier and Stage of the selected Accounts within the same Edit module.

Next Steps: Manage Account Ownership

• Understand the implications of Account ownership and how it affects user access and workflows.
• Learn how to manage user roles and permissions in Salesloft to control access to Account editing features.
• Explore how to use Account ownership to effectively manage sales territories and team assignments.