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.