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How do I transfer Lead ownership to another Sales rep?

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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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