The user creating the Sequence is the default owner of the sequence. However, any user having admin rights can change the ownership of the sequence.
To change ownership of a sequence:
1. While the sequence is not live
- Click on 'Sequences' under the three-dotted button on the left-hand menu of Salesmate.
- Click on the 'edit' on the 'three-dotted button' under the actions column in front of the Sequence you would like to change the ownership for.
- Head to the 'Settings' tab
- Under the 'Ownership' heading select the user you would like to change the owner and hit 'Update'
2. While the sequence is live
- Click on 'Sequences' under the three-dotted button on the left-hand menu of Salesmate.
- Click on the 'Change Owner' on the 'three-dotted button' under the actions column in front of the Sequence you would like to change the ownership for.
- Select the new 'owner' and the 'email' which will be used to send emails for forthcoming sequence steps and hit 'save'
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