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    Home  >   FAQs   >  How do I transfer Lead ownership to another Sales rep?
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    Can I convert multiple Leads at once? How do I convert a Lead? How can I get notified when a Lead is assigned to me? Is it possible to delete all Leads? What is Contact or Lead Generation? How do I enable the Leads module? How to create a Lead using Quick Create? How do I create a Lead from the Leads module? How do I export Leads? How do I create a Quote from a Lead record in Vtiger CRM? Is it possible to create Quotes directly from a Lead record in Vtiger CRM? How can I find out when and how I last contacted a lead?

    How do I transfer Lead ownership to another Sales rep?

    Table of Contents
    If a sales rep has discontinued pursuing a lead, you can transfer its ownership along with its associated records to another rep. 
    Follow these steps to transfer ownership of a lead:
    1. Log in to your CRM account.
    2. Click the Main Menu.
    3. Go to Essentials.
    4. Select Leads. 
    5. Open the lead 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 lead and the related records.
      • Transfer Closed Records - Enable this checkbox to transfer closed records to the new owner. 
    9. Click Save.
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