How do I transfer Lead ownership to another Sales rep?
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:- Log in to your CRM account.
- Click the Main Menu.
- Go to Essentials.
- Select Leads.
- Open the lead that you want to transfer.
- Click the More icon on the Summary View.
- Select the Transfer Ownership icon.
- 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.
- Click Save.