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How Do I Change My CRM Administrator?
How Do I Change My CRM Administrator?

This simple guide should help you update the administrator of your connected CRM.

Tamar Keenan avatar
Written by Tamar Keenan
Updated over a week ago

If your CRM Administrator changes, be sure to add your new CRM Admin as a user in Dealfront. Once they have accepted the invitation and logged in, they can reconnect the CRM and get the Admin updated.

STEP 1: Navigate to your CRM settings in Dealfront under Settings > Account > Integrations > Select your CRM (it should be listed in the side menu).

This will take you to the CRM settings page. On that page click Reconnect.

STEP 2: Next you will be taken to the connection details page where you will see the current settings. Click Authorize. Follow the prompts and logins and your reconnection and admin switch should be complete!

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