Change Ownership on Prospects within Specific Accounts
1. Navigate to the list of Accounts you want to change owner on, clearing the ownership filter if necessary.
2. Click into Account(s) to see all prospects under the account and select the prospects in the list that need their ownership changed.
3. Click the pencil and paper menu button above the list of prospects.
4. Find the correct name in the list of users and click update.
Comments
0 comments
Please sign in to leave a comment.