How do I transfer prospects between sales people?

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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


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Keywords AND Misspellings
prospect, transfer, prospects, move, salesman