A record owner in Zoho CRM is a user who has ownership of a specific record and is accountable for all updates or actions that are performed on that record.

A transition owner is a user who is accountable only for a specific Transition as part of a Blueprint. They are responsible for making sure that the transition in their ownership is complete so that the process is executed without delays from their end.

In most cases, the record owners themselves are the transition owners. In case of collaboration between teams, while the record owner remains the same, there could be multiple transition owners— that is, different people roped in, to complete different stages in the process. Their role in the process ends when their respective transitions are completed.

свернуть