How to Transfer Sequence Ownership

Objective

Transfer the ownership of a sequence to another Outreach User.

Occasionally, transferring Sequenced Prospects, transferring Sequence Ownership, or changing Ownership of Prospects from Outreach to another Outreach User is necessary to ensure an efficient and effective workflow. A common example of this is when a User leaves the organization, and existing active Prospects and Sequences need to be transferred to another User. 

Applies To

• Outreach Users

Before You Begin 

• Sequence ownership transfer must be done one sequence at a time. 
• Tasks and Templates will need to be updated and reassigned. 

Procedure

1. Access the Outreach Platform.
2. In the navigation sidebar, click Content > Sequences.
3. Sort, filter, and select the applicable Sequence.  
4. On the resulting page for managing the sequence, in the menu bar at the top, click the Settings tab.
5. Scroll down to the Ownership section.
6. In the Owner dropdown, select the applicable owner.
7. In the Sharing dropdown, select the applicable visibility option.
8. Click Save. Sequence ownership has been reassigned as applicable.

Additional Information

How To Assign Ownership To Records

How To Transfer Sequenced Prospects

How To Transfer Prospect Ownership

Smart View Filter Options

How To Create a Custom Smart View