Use Edit owner when an existing company contact’s name, role, title, email, phone, or recorded ownership percentage needs correction. Adding another row can make the ownership list misleading.
Confirm the selected company, open Ownership, and find the existing person. Review the current values, make the supported change, and save. A blank optional percentage is different from a known zero, so preserve that distinction when entering information.
Check the list after saving. If totals look unexpected, inspect the individual records for duplicates or outdated percentages before making another change. The displayed sum is based on the recorded numbers and does not establish legal ownership by itself.
An ownership edit does not change a person’s Team role, login email, or service permissions. Manage those separately if the person’s operational responsibilities also changed. If the edit fails, report the exact error and company reference. Share supporting ownership documents only through the appropriate private workflow, not inside a public screenshot of the help request.
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