You can assign and reassign prospects quickly from the prospect list.
Required Editions
| User Permissions Needed | |
|---|---|
| To assign prospects: | Account Engagement Administrator, Marketing, or Sales Manager role |
| To reassign your own prospects: | 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. You must reassign the record in Salesforce.
- Open the Prospects page.
- Find the prospect you want to assign, click the gear icon, then select Assign or Reassign.
- From the Assign To dropdown, choose your assignment action.
- Choose a user, group, or queue.
- Click Assign Prospect.