From the course: Salesforce for Sales Managers
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Transfer leads and opportunities - Salesforce Tutorial
From the course: Salesforce for Sales Managers
Transfer leads and opportunities
- [Instructor] There are several instances where you may want to transfer leads and opportunities to other team members. People often change roles within a company, leave, or the sales team itself may be restructured. Transferring leads is very similar to assigning leads. To transfer a lead or opportunity, simply click the Change link next to the lead owner. Let's look at Liz Garcia. And to transfer this all I have to do is click Change, select the person you want to transfer to, and hit Save. Transferring bulk leads and opportunities can be a bit trickier. You can use the lead assignment feature to filter leads based on specific criteria, but that feature does not work with leads that have already been assigned. Unfortunately, there is no easy way to do this. If the number of leads is too high to manage manually, check with your Salesforce administrator to see if there's a preferred way to bulk transfer leads. One way is to export the leads and reimport them as new leads to assign…
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