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How can I change owner of a Lead?

Giedre -

Anyone who has a permission can change the owner of a Lead. This can be done to multiple Leads at once, or to a single Lead.

Single Lead

1. Open the card of the Lead you want to change owner. 

2. Click on the "Owner" button and assign new owner by selecting from the list of Teamgate users.

 

 

Multiple Leads

1. At the Leads page, use filters and search bar to find your Leads. 

2. Mark checkbox next to the Leads.

3. Click on "Change Owner" button and select the new owner for your Leads. 

 

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