Change Owner of Lead

One can transfer the ownership to another user, as they are working on some other product or they are going to be on leave for a couple of days. 

You can very well track all the activities done by different people over a particular lead. 

To change the owner of the Lead, follow the below-given steps:

Step 1
Click on Leads from Left-hand side menu option and you will get redirected to the ‘Manage Lead’ Screen.


Navigation Link: https://app.ismartrecruit.com/searchProspect

 

 


 

 

Step 2
Click on the three dots, which are on the right-hand side, a list of actions will be shown where you need to select the last third option of ‘Change Owner’.

 



 

 

Step 3
A drop-down menu will pop up which contains a list of owners. Select the owner as per your requirement and click on the Assign Owner button.

 


 

 

Step 4
You will see the owner of the Lead is changed now.