The purpose of this article is to provide direction to Outreach users in transferring ownership of a prospect tied to a specific account.
- Outreach Users
How To Transfer Prospect Ownership within an Account
- Access the Outreach Platform.
- Access the Accounts landing page.
- Click the applicable Account.
Note: Sort and Filter the list view or search to locate an Account as applicable.
For more information regarding sorting, filtering, and searching Accounts, refer to the applicable articles.
- On the Account Overview landing page, click Prospects in the menu bar.
- On the Account Prospects landing page, click to select the applicable Prospects.
- Click the Bulk Edit button and select Owner from the dropdown menu.
- On the Owner dialog window select the applicable owner from the Owner dropdown menu.
- Click Update.
The selected Prospects are reassigned to the applicable user.