How can I mass transfer records?
This feature allows you to transfer records from one user to another user. As a result, all the open activities will also be transferred to the new owner. You need to have the Mass Transfer profile permission for the individual modules to use this feature.
To mass transfer records:
- Click the [Module] tab.
Module refers to Candidates, Contacts, etc. tabs.
- In the [Module] Home page, click [Module] Tools > Mass Transfer [Module].
- In the Mass Transfer [Module] page, do the following:
- In the Select New Owner section, click the look up icon to search and select the owner's name for the Transfer From and Transfer To fields.
- Specify the criteria.
- Click Search.
- Under Matching [records], select the check box(es).
- Click Transfer.