Transfer Records Between Users

This procedure describes how you can transfer records from one user to the other using the Mass Transfer tool.

To transfer records from one user to another:

1. Navigate to Mass Transfer from the Tools menu.

2. In the Mass Transfer Status page, click Transfer Records.

3. In the Transfer Records: Select Owners and Records page, search for the current owner and the new owner of the records. For example, if you're transferring from Adam Smith to Samantha Hayes, then select Adam Smith as the current owner and Samantha Hayes as the new owner.

4. Select the types of records you want to transfer. For example, if you're transferring opportunities and leads, then select Opportunities and Sales Leads.

   The Transfer Details column lists the types of records that will be transferred.

5. Click Next.

   In the Transfer Records: Define Filters page, you specify filters for record types you have selected. For example, you can specify the start and close dates for opportunities to transfer the opportunities that were closed during a specified period of time.

6. Select a record type to view the filters available, and specify the filters.

7. Click Submit.

8. Click Yes in the confirmation dialog box.

The Mass Transfer Status page lists the recent mass transfer jobs and their statuses.