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Status Coming Soon!
Categories Admin & Settings
Created by Jessi Owens
Created on Oct 24, 2024

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Merged idea
This idea has been merged into another idea. To comment or vote on this idea, please visit CRM-I-655 Remove Shared Owner Report.

Role Permission: Removing ownership from BoB Merged

Add a role permission type that includes required approval to REMOVE ownership from an individuals book of business.

This would match the logic for required approval to REQUEST ownership.