How do I transfer prospects between sales people?

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

• How do I create a new prospect?
• How does prospect Contacts Due work?

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Keywords AND Misspellings

prospect, transfer, prospects, move, salesman