Take Ownership of a Conversation

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by Fred Pukay
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How do I take ownership of a conversation?

If a manager change occurs during an active conversation cycle and if that conversation has not been completed yet, the new manager will need to follow these steps to take ownership.

  1. Click the Conversations tab.conversations_tab.png
  2. Click into the conversation with your new direct report.
  3. Click yes to take ownership of the conversation.take_ownership.png
  4. The conversation should now appear normally for your direct report.

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