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Mass Transfer Contacts Salesforce
Use Mass Transfer in Salesforce to Reassign Contacts Quickly and Maintain Accurate Ownership Records
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You can also reassign multiple leads and accounts.
Mass Transfer Records
- Click the Leads or Accounts tab.
- Scroll down the page and click Transfer Leads or Transfer Accounts in the Tools section.
- Select a user in the Transfer from field.
- Click the lookup icon next to Transfer from.
- Select a user in the Transfer to field.
- Click the lookup icon next to Transfer to.
- Select the field you want to use as a filter.
- Specify a condition for the field.
- Enter the field criteria.
You can also add additional fields to your filter.
- Click the Find button.
Salesforce displays the leads that fit our criteria.
- Select the records you want to transfer.
- Click Transfer.
Salesforce transfers the selected leads to the destination specified.