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Bulk Transferring Leads in SR and Account Mapping

You can transfer all the leads of one sales rep to another in one single operation. 

To bulk transfer leads, follow the steps below:

1. Navigate to Sales Team > SR and Account Mapping.

All the SR and Account Mappings will be displayed.

2. Click Bulk Transfer.

The Bulk Transfer dialog will be displayed.

3. Select the current sales rep from which you want to transfer the leads from the From Current Sales Rep dropdown list.

4. Select the sales rep to which you want to transfer the leads from the To Sales Rep dropdown list.

5. Click Transfer.

A confirmation dialog will be displayed.

6. Click CONFIRM.

All the leads will be transferred to the selected sales rep.