Difference between revisions of "How do I transfer prospects between sales people?"
From Catalyst
(→See Also) |
(Bulk update) |
||
(4 intermediate revisions by 2 users not shown) | |||
Line 10: | Line 10: | ||
== See also == | == See also == | ||
− | * [[How do I | + | * [[How do I create a new prospect?]] |
− | * [[How does | + | * [[How does prospect Contacts Due work?]] |
{{KB_Tags|prospect, transfer, prospects, move, salesman}} | {{KB_Tags|prospect, transfer, prospects, move, salesman}} | ||
− | {{FAQ}} {{KB_SP}} | + | {{FAQ}}{{How}}{{KB_SP}} |
Latest revision as of 05:35, 19 June 2019
Summary
The following article explains how to transfer prospects between sales people, including any contacts due for the original sales person.
More Information
- Go to " Sales Prospecting Maintenance Options Prospect Transfer".
- In the "From salesman" field, enter the sales person from whom you wish to transfer prospects.
- In the "To salesman" field, enter the prospect to whom you wish to transfer the prospects.
- Click [Transfer] and then [Yes].
- Once all the Prospects and Contacts Due have been transferred, you will be returned to the Prospect Transfer screen, and from there, click [Close].
See also