Lead Ownership Change for Individual Leads (iOS)

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This article walks through the steps to change a Lead's ownership on an individual, one-off basis. To change Leads in bulk, please visit our Lasso article.

Before proceeding, please ensure your Shared Leads Filters are set accordingly to your needs of the map view.

1) From the Sales Hub section, select the Lead you would like to switch to a different Lead Owner. 

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2) After selecting the Lead, click on the Edit (pencil) icon in the upper right hand corner of the pop up.

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3) On the Lead Detail page, go to the Sharing, "Owned By" section. Click the name of the current Lead Owner. A list of Users will appear. 

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4a) Uncheck the circle to the right of the current Lead Owner. You may click on the circle to populate a check mark to the right of the name of the individual who will be the new owner of this Lead...

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4b) ...or click "Group" at the top of the screen to find a User based on organizational hierarchy.

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4c) To populate names under an organization tier, click the arrows or the name of the organization to break down the tiers until you get to the list of users. Click the circle to the right of the name of the user you wish to assign the Lead.

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5a) Now under the "Sharing" section, the new Lead owner will be listed...

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5b)...and the Lead will appear highlighted with their assigned User Color.

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