How To Transfer Prospect Ownership

Objective

Transfer ownership of a Prospect(s) from one Outreach user to another. This can be particularly useful in the event your reps change teams, need to move across accounts, or leave your organization. Options for identifying accounts for transferring ownership include using the current owner or the current Account associated with the target Prospects.

Applies To

• Outreach Users

Before You Begin

IMPORTANT! To be able to transfer prospect ownership, you must first enable the setting Propagate Prospect Ownership.

Procedures

Transfer Prospect Ownership Based on Current Prospect Owner

1. Access the Outreach Platform.
2. In the left nav, click Prospects.
3. Filter the list by the rep that that currently owns the target Prospects (Add filter > Owner > is named > select User name > Done).
   
4. Select all Prospects in the list by checking the box at the top of the Name column.
5. Above the list, click Edit > Owner.
   
6. In the resulting window, in the Owner field, search for and select the applicable owner.
7. Click Save. The selected Prospects are now assigned to the applicable owner.

Transfer Prospect Ownership based on Account 

Note: This presumes assignment of the target Prospect(s) to an Account has already been completed. For more information regarding assigning ownership to an Account, opportunity, or Prospect not assigned to an Account, refer to How To Assign Ownership to Records. 

1. Access the Outreach Platform.
2. In the left nav, click Accounts.
3. Search through and/or filter the list to find the target Account, then click to edit it.
4. On the account page, click to open the Prospects tab.
5. Select the applicable Prospects:
   • To select all Prospects in the Account, check the box at the top of the Name column.
   • To select specific Prospects search through and/or filter the list as needed, then check the applicable boxes next to each Prospect.
6. Above the list, click Edit > Owner.
   
7. In the resulting window, in the Owner field, search for and select the applicable owner.
8. Click Save. The selected Prospects are now assigned to the applicable owner. 

Additional Information

How To Assign Ownership to Records

How To Transfer Sequenced Prospects

How To Transfer Sequence Ownership

How to Handle Rep Departures

How To Create a Custom List View

List View Filter Options