Mass Transfer :
Use the Mass Transfer tool to transfer multiple accounts, leads, service contracts, and custom objects from one user to another.
Follow the below steps to mass transfer records,
Step 1 : From Setup, enter Mass Transfer Records in the Quick find Box, then select Mass Transfer Records.
Step 2 : Click the link for the type of record to transfer.
Step 3 : Select Transfer from field
Step 4 : Select Transfer To field
Step 5: Enable the below Check box based on your requirements
- Transfer closed opportunities
- Transfer open cases owned by the existing account owner
- Transfer closed cases
Step 6 : Enter the criteria if you need
Step 7 : Click Find
Step 8 : Select the Accounts from the list to transfer to new owner.
Step 9 : Click Transfer button.
Step 10 : Account owner successfully transferred.
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