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How do I change prospect owners?
How do I change prospect owners?

transfer prospects, change prospect owner, change ownership, assign prospects to another user

Nick Steeves avatar
Written by Nick Steeves
Updated over a week ago

If you are an Admin, changing or re-assigning the prospect owner in PersistIQ is easy. You have two options:

1. Change the prospect owner from the main prospects table 

Click on the main Prospects tab in PersistIQ. 

  1. Select the prospects you want (tip: use the filters on the left)

  2. Click on "Actions" 

  3. Select "Change owner", then assign the new owner

2. Change the prospect owner using file imports

During the file import process, click on "Advanced Settings"

Click on "Prospect Owner" to assign a new owner 

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