FAQs in this section
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 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:
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.
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