Transfer

When a Task is created, ownership of the task can be assigned to an individual or to a group of users:

• Individual assignment: Assign the task to a Team Member
• Group assignment: Transfer Ownership for a Group of Records

Transfer Task Ownership

In order to Transfer Task Ownership, you must have the Change Ownership of others Records permission enabled in Available Permissions.

To transfer a task to another user:

1. Click the Tasks tab
2. Click the checkbox next to the task(s) you want to transfer
3. Click the [More Actions] button and select the Transfer option
4. Enter the user name in the Mass Change Ownership section, or click the Lookup button to select the user name
5. Click the [Go] button. The task is removed from your list of Tasks, and will appear on the Tasks page for the selected user

If you have administrative privileges in the platform, you can proxy login as this user to confirm that the task(s) have been transferred. See Customer Support Login for more information.

When you transfer ownership, the new owner will automatically be notified by email.

Transfer Ownership for a Group of Records

To transfer ownership for a group of records:

1. Click the checkbox for the records you want to transfer
2. Click the [More Actions] button and choose Transfer
3. In the Mass Change Ownership section, enter the name of the new owner for these records, or click the [Lookup] button to select a name from the list of other team members
4. Click the [Transfer] button, and confirm your action

The selected records are transferred to the new owner. This change will appear in the details page for each record.

Click the record name to view the details page.

For large, batch update operations, see: Offline Processing for Batches of 2500 Records or More