How do I transfer prospects to a new DemandCenter owner?
Go to Prospects > Prospect Search.
Use the List Builder to search for the prospects that you would like to transfer to a new owner.
DemandCenter Tip: If you are looking to transfer ownership of all prospects from one user to another user, then use the Owner criteria.
Your results will display in the Results pane.
Click View Prospects at the bottom of the Results pane, and you will be taken to a listing of the prospect(s) that comprise your search result.
On the Prospect Results page, select one or more prospects that you would like to transfer ownership for:
Single-click to select a single prospect.
Hold the CTRL key and click to select multiple prospects.
Hold the SHIFT key and click to select multiple prospects at a time.
Check the column checkbox right to select all prospects.
After selecting the prospect(s) to update, hover your mouse over the more button and select Transfer Prospects from the drop-down menu.
In the Select User dialog box, choose the user to whom you would like to transfer ownership of the prospect(s) to by double-clicking on the name of that person.
Click OK to transfer the prospects to the new owner.
button and select Transfer Prospects from the drop-down menu.