Enable/Disable Propagate Prospect Ownership in Outreach

Objective

Learn how to enable and disable the Propagate Prospect Ownership feature in Outreach, which ensures a seamless transition when the ownership of a Prospect changes from one User to another.

With this feature enabled, any time a Prospect's ownership changes in Outreach, existing tasks assigned to the previous owner will transfer to the new owner. If the Prospect is being sequenced by the previous owner, then the sequencer is also changed to the new owner. If the sequencer or task is a different user that was not the previous owner, those will remain unchanged, and will only reset if the new prospect owner is the same owner as those tasks.

Here's an example scenario:

If Prospect A is owned by User X, and that prospect is in Sequence 1 (sequencer and task owner is User X) and Sequence 2 (sequencer and task owner is User Y).

If ownership to Prospect A changes from User X to User Z, then the sequencer and sequence task owner for Sequence 1 will get updated from User X to User Z, but the sequencer and sequence task owner for Sequence 2 will be unchanged and remain with User Y, since they were not the original previous owner.

Applies To

• Outreach Admins

Before You Begin

Note the following:

• Task reassignments only work on opened tasks. Failed or paused tasks will not change ownership. 
• Task ownership and Sequencer assignments will only change for Tasks/Sequences where the old Prospect owner is assigned, and the new owner has a valid, connected mailbox.

Procedure

Enabling Propagate Prospect Ownership

1. Access the Outreach Platform.
2. In the left nav, click Administration.
3. Click Records > Prospects. By default, the Prospects window should open on the General tab.  
4. Under Basic info, toggle on to enable the Propagate prospect ownership option. 
   
5. At the bottom of the screen, click Save.

From now on, changes to Prospect ownership will be propagated to the Prospect's active and pending tasks and sequence states.

Disabling Propagate Prospect Ownership

1. Access the Outreach Platform.
2. In the left nav, click Administration.
3. Click Records > Prospects. By default, the Prospects window should open on the General tab.  
4. Under Basic info, toggle off to disable the Propagate prospect ownership option. 
5. Click Save.

Additional Information

How To Assign Ownership to Outreach Records

How To Transfer Sequence Ownership

How To Transfer Sequenced Prospects

How To Transfer Prospect Ownership within an Account