How do I transfer prospects between sales people?
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Revision as of 14:10, 30 September 2013 by Richard Green (talk | contribs)
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
