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How do I transfer a deal and its contacts to a different sales rep?

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If a sales rep has discontinued pursuing a deal, you can transfer the deal’s ownership along with its associated contacts to another rep. 

Follow these steps to transfer ownership of a contact:
  1. Log in to your CRM account.
  2. Click the Main Menu.
  3. Go to Essentials.
  4. Select Contacts
  5. Open the contact that you want to transfer.
  6. Click the More icon on the Summary View.
  7. Select the Transfer Ownership icon.
  8. Enter the following information:
    • Select Related Modules - Select the related records that you want to transfer to the new owner. 
    • Assigned To - Select the new owner of the contact and the related records.
    • Transfer Closed Records - Enable this checkbox to transfer closed records to the new owner. 
  9. Click Save.
 You can see the new owner’s name in the Assigned To fields of the contact and the related records that you transferred.
 
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