How do I transfer prospects between sales people?
From Catalyst
Revision as of 17:32, 15 February 2019 by Les Ward (talk | contribs) (Les Ward moved page How do I Transfer Prospects Between Sales People? to 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
