The purpose of this article is to provide direction to Outreach users in reassigning Prospect ownership to another Outreach user.
- Outreach Users
How To Reassign Prospect Ownership
- Access the Outreach Platform.
- Click the Prospects icon (double silhouette) in the navigation sidebar.
- Select My Prospects from the Sort dropdown menu if applicable.
- Click to select the applicable Prospects.
Note: Click the checkbox to the left of the Name column to select all.
- Click Edit and select Owner from the dropdown menu.
- Select the applicable user from the Owner: dropdown menu in the Update Prospects popup.
- Click Update.
Prospects are successfully assigned to the applicable user.