How Do I Reassign Leads/Tasks to another User?

View the full instructions plus screenshots with the document below!


How to Reassign Leads and Tasks to another User

Please keep in mind that you must be logged in as a admin user in order to manage these settings.


  • Select “Account” located in the drop down menu under your name (Hi, "Name") at top right.
  • Select "Communities"
  • Select "Transfer Leads and Tasks"
  • Select a community to begin
  • Select the user that currently owns the leads or tasks
  • Select the user you would like to transfer the leads or tasks to
  • Select whether to transfer just leads, just incomplete tasks, or both
  • Once you have selected the transfer types, select “Transfer"

  • Done! 


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