How can I transfer ownership of accounts?

Transferring ownership of items can only be done with someone who has been given full access permissions.

To transfer ownership of accounts, go into the Accounts main section, select the Transfer option, select who you want to transfer ownership from and to, and then fill out any search criteria to filter for the accounts that you want to transfer.

Once you have selected the accounts you want to transfer, click the Transfer button.

Is it possible to share access to an account with other team members?

Yes it is. Any section in BlueCamroo and any item (specific account, project, etc) can be shared with other members on your team to allow multiple members to create tasks, send emails and change the details.

To share a specific account with another team member, go into the Accounts section, search for and/or select the account that you would like to share, and then click the Share link.

Once on the Shares page, click the Add new share link and select to share with a specific user group or user and set their access permissions. You can even select a date range that this share will be effective for – this is a great option for sharing an account when one member of your team is off for a temporary leave, like a vacation.

How can I add contacts to an account?

Contacts can be added via the Contacts page of the account that you wish to add the contacts to, or simply via the Contacts section of BlueCamroo where you will just need to specify the associated account when selecting the Add new option.