ConnectLeader has provided the ability to transfer the uploaded call list(s) to your team member’s My Lists tab for dialing, through a Transfer Ownership button that has been added above the grid.

NOTE: The "Transfer Ownership” button will be available only for Managers.

Below you will be shown how to transfer the uploaded call list(s) to your team member(s):

1. Select the Call List(s) and click the Transfer Ownership button.

NOTE: You can select and transfer multiple Call Lists.

2. The Transfer Ownership window will pop up. Select a user (Sales Rep) from the Select User dropdown and click Save.

NOTE: Only Sales Reps assigned to the logged-in Manager will be listed in the Select User dropdown.

3. The message below will be displayed asking you to confirm the transfer:

• Click OK to transfer the call list(s), or

• Click Cancel to cancel this process

4. After the transfer is successful, the message below will be displayed. Click OK.

5. The call list(s) will be moved to the selected user’s My Lists tab and removed from the manager’s My Lists tab.

NOTE: You cannot transfer a Lead Pool List to a team member by this method. If trying to do so, the warning message below will be displayed. Click OK.

Please contact ConnectLeader Support for any questions at support@connectleader.com or 603-952-2505.