Lead Account Transfer
Category
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FunTranscript
00:00Hello. In this video, we are going to give you a quick demonstration of how you as managers can transfer the ownership of an account or a lead.
00:13Now, how this process works is that AEs will be the one initiating it.
00:20That is, they will find inactive accounts and leads which are available for someone to take over.
00:27And then they will use Chatter, the internal communication tool, to at mention you, telling you and asking you that they are requesting ownership for that said account or lead.
00:40We have built in some criterias for leads and accounts which determine when and how a lead and account are considered inactive.
00:52But all you have to know is that when they do become active, that is when AEs will be requesting you to get ownership of that account or lead.
01:04And that is when you can go in and change that ownership.
01:07So the way that we built out Salesforce for you only allows for managers to be able to transfer the ownership of accounts and leads. So the AEs are unable to do it themselves.
01:20Now, how they do it is a separate question. Right now, the process that we have is that they are going to use the communication tool that we've talked about before, Chatter.
01:30They find the record, the lead or the account, which is marked as inactive. And then on that record, they will at mention their manager, you in this case, asking you for ownership for that said account or lead.
01:46Once they have done that, you will be notified and you can go and check that that account truly is available for someone to take over and then assign it based on that.
01:59So let's see how this actually works in practice.
02:04I'm currently logged in as Jesse, who is a manager in Boston. And as soon as I log in, I will see the notifications tab with a red bell. And when I click into it, I'll see that I've been mentioned in some chatter posts.
02:20Now, let's just say I've clicked on it previously or by mistake or someone else has sort of made a request after I've looked into the notifications and I don't see a red bell anymore.
02:30So there is a safeguard for that. It's almost always best practice to use the Chatter tab instead, just so that you can ensure that you haven't missed any notifications coming in for you.
02:42How you do that again is through the Chatter tab from the home screen or from anywhere else in the org.
02:49As soon as you click into the Chatter tab, you'll see the to me section in the left hand pane.
02:55And this basically surfaces all the places where you have been at mentioned.
03:01And even if you miss a notification, it will list all your at mentions here and you can keep track of all your Chatter at mentions from this to me left hand side panel.
03:14So let's now see how you as a manager can sort of take over from that process and assign the lead or the account that has been requested by your rep.
03:27So looking at the first one, we can see that Julie has asked if she can get ownership of this account.
03:34Now, one of the great things again about Chatter is that it is fully contextual.
03:40So if I click on the record, which is highlighted here, it will automatically take me to that record where Julie has asked ownership of.
03:49And you don't have to go in looking for records yourself again, it's right there on the record.
03:57So it's almost always a click away.
04:00So I'll do just that.
04:02I'll click on gap, which is the account that she requested at ownership of.
04:07And as soon as I click on it, I'm brought to the account record page.
04:12You can see this is the account record for gap has all of the relevant details.
04:17And if I click on the Chatter tab, I can also see that Julie has asked for ownership of this account.
04:25So the first thing that I'd like to do as a manager here is make sure that the account truly is available for someone to take over.
04:35And how we do it is by using this full status field, which is marked at the top of the page.
04:43This is basically a traffic light signal.
04:45And as soon as it is marked green, you will know that this account truly is, in fact, available for someone else to take over and work on.
04:54That is, it has become inactive.
04:57You can also sort of do a double check if you'd like by looking at these pool availability status fields as well as the days until active pool field.
05:08So since it's marked zero, it's already inactive and someone else can start to work on it.
05:16And if it says available, that means also that someone else can start working on it.
05:21It has satisfied the criteria for which we have defined in order to highlight and bring out those inactive accounts.
05:30So once I've made those checks, the pool status signal is green.
05:36It says available.
05:38I can make the transfer of the ownership pretty easily.
05:43So in order to do that, I'll find the account owner field at the top right of all the fields.
05:50Click on the little change owner icon and I'll pull up this screen, which will prompt me to enter the new owner of this account.
06:00So I know Julie has asked for this, so I'll pick her.
06:06I can choose to transfer other related records along with this account.
06:12But sometimes we want to keep a record of who's previously worked on a related deal.
06:17So we might not necessarily always want to do that.
06:20So in this case, I'm simply going to select her.
06:24I can choose to send her an email notification if I want to or not, and then just hit change owner.
06:32You'll see that Julie now is the new owner of this account.
06:36So let's just close the loop in terms of using chatter and keeping a record for when and what my actions have been.
06:45So I will click on the chatter tab on the right.
06:49Find the record where she has requested ownership of this account.
06:53And I will tag her back.
06:57With an app mentioned and say done.
07:02And hit comment.
07:04So Julie gets a notification instantly that this account has been switched to her name.
07:10And she will also get an email notification since we have marked it so.
07:16So now that we've changed the ownership of the account successfully, let's jump into the leads.
07:22I'm going to click back into the chatter tab.
07:28Go to to me again.
07:31Here I can see that I've already made that update with regards to the account change.
07:37And now I'll find the lead for what Julie has also asked ownership of.
07:42Again, I will click on the record.
07:45And this will bring me back this time to the lead record page.
07:51The process is exactly the same as it was before for the accounts.
07:56Again, we have a similar full status traffic light signal.
08:00And whenever a lead is marked as inactive, it will turn green signaling that someone else can start working on them or take ownership of.
08:12Again, you can do a double check if the pool availability status is marked as available.
08:18And if it signifies that days until active pool is zero, meaning that it's ready for someone else to take over should they want to.
08:27Once we've done those checks, we follow the exact same procedure.
08:31Find the lead owner field top right.
08:35Find Julie.
08:37And then change owner to her.
08:42You can see that it's been updated.
08:45And now just to close the loop again, we're going to go to the chatter bar.
08:50And then we are going to mention that it's now available and the date has been done.
08:57You can see it's now been updated.
09:01And the records been saved that I have transferred the ownership.
09:05And Julie will now again get a notification telling her that the lead, in fact, is now assigned to her.
09:14Obviously, again, if I go back to the chatter bar.
09:18If I go to me, I can always see the record of what's been done and what's been assigned.
09:27And that's pretty much it for this video.
09:30The process is quite simple and we've kept it so intentionally so that all the checks and balances are there.
09:38And you just have to go in, do a quick check and then assign a lead or an account to the person requesting for it.
09:47Go through the process.
09:49Let us know if you have any questions whatsoever during the Q&A sessions or just send us an email directly.
09:55Hope this session was helpful for you and have a great rest of the day.
09:59Have a great rest of the day.
10:00Have a great rest of the day.
10:01Have a great rest of the day.