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"