Transferring a Lead

See Also

Permissions Required

Transfer/Assign a Lead - To transfer or assign a Lead.

You can transfer a Lead to a different User or Team. When you transfer the Lead, the new User value is updated in the Owner Property of the Lead, and the new Team value is updated in the Team Property of the Lead.

To Transfer a Lead

1.  Using the Left pane, locate and select the required Lead.

2.  From the Lead menu, select Transfer.

- OR -

Right-click the Lead in the Table View and select Transfer from the shortcut menu.

- OR -

Open the required Lead, and select Transfer from the Lead menu.

The Transfer to dialog box is displayed. The dialog box lists Users who belong to Teams to which you have been granted access. It also lists Teams to which you have not been granted access.

You can transfer the Lead to a User in a Team to which you have been granted access, or to a Team to which you have not been granted access.

3.  Select the User or Team to which you want to transfer the Lead.

4.  Click OK. The Lead is transferred.