Acquire>Adopt: owners
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The move from prospect to customer and onboarding from a sales process means that the customer moves from acquire to adopt in Zengain.
This is the time to ensure that the customer has a CS rep, and if you use support people for onboarding, add them as well.
Now you need to click on each customer and add the owner records you need.
On the right of the details page for each customer is the option to edit/add your owners.
Click the "edit" button to add your owners from the user database.
Click save to return to the customer page - you can add up to three owners in this process.
