More threads by lancemoore22

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I have a client's account who I need to change the primary ownership. Currently, the primary owner is an inactive account. I am the manager for the account. What's the easiest process to do this?
 
Thanks, Ben!

I was hoping there might have been a life hack on how to skip that step.

I hope you're doing well.
 
My pleasure Lance, anytime.
 

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