Change Prospect Ownership

Learn how to transfer prospect ownership between team members in SmartReach for better cold email campaign management and collaboration.

In this section, we will discuss how to change the owner of prospects?

Step 1: Go to your Prospects page

Step 2: Select any prospect you wish to change the owner of

Step 3: Click on Actions on the top right.

Step 4: Click on the Change Owner option

Step 5: Select the team member to whom you wish to assign the prospect to from the drop down list.

Step 6: Click 'Change Owner'