How To Reassign Sequence and Sequenced Prospect Ownership in Outreach

Purpose: 

The purpose of this article is to provide direction to Outreach users in transferring Prospect and sequence ownership to another user. 

Intended Audience: 

• All Outreach Users

How To Transfer Sequenced Prospects

1. Access the Outreach Platform. 
2. Click on the user's initials in the navigation sidebar. 
3. Click Sequence States under the System Activity section in the Settings panel. 
4. Click Views & Filters and select Sort & Filter. 
5. Input the applicable user name in the Sequencer field. 
6. Click to select a Prospect. 
   Note: Click Select All Prospects if applicable. 
   
7. Click the Settings icon (gear) and select Assign Mailbox from the Settings dropdown menu.
8. Select the applicable user's email address from the From: dropdown menu.
9. Select the applicable option form the Update existing undelivered emails?: dropdown menu.
10. Click Assign.
    

Transfer Sequence Ownership 

Note: Each Sequence must be done one at-a-time.

1. Access the Outreach Platform. 
2. Click the Sequences icon (paper plane) in the navigation sidebar. 
3. Click Views & Filters and click Sort & Filter. 
4. Select You from the Owner dropddown menu.
   
5. Click the applicable sequence. 
6. On the Sequence Steps landing page, click Settings in the menu bar. 
7. On the Sequence Settings landing page, select the applicable user from the Owner: dropdown menu.
   
8. Click Save.

Note: Following the same logic, you may want to reassign Tasks for any existing tasks and Templates as well.