To bulk transfer leads from one sales rep to another, complete the following steps:
- Go to the Leads Dashboard and click on the rep's name on the left. This filters the leads by that rep. You can choose mulitple reps if needed.
- Choose an Operation
- Modify Entity Values
- Check top box to choose all (and select all rows if needed)
- Execute
- Check Sales Rep Box to Transfer Leads to
- Use drop down box to choose desired sales rep
- Next, Confirm