You can assign or reassign a prospect from the prospect’s record.
Required Editions
| User Permissions Needed | |
|---|---|
| To edit a prospect not assigned to yourself: | Account Engagement Administrator, Marketing, or Sales Manager role |
| To edit a prospect assigned to yourself: | Account Engagement Sales role or higher |
Note If the prospect is already syncing with Salesforce, the prospect record reverts to the
record owner in Salesforce. Reassign the record in Salesforce instead.
- Navigate to the prospect record.
- Edit the prospect record.
- From the Assign To dropdown, select an assignment action.
- Choose a user, group, or queue.
- Save the prospect.