User on Web
Login to your Outperform account
Step 1: From Deal listing page, click on the three line icon
Step 2: Click on the Filter button and choose any user you want (owner of the deal you want to transfer) from the All Users filter. Next, click on the green Search button at the bottom of the filter pane
Step 3: Click on the Select All checkbox to select all deals for transfer process. You may also select just a few by manually clicking on the deals checkbox
Step 4: Click on the Bulk Action Button and choose Transfer All Selected
Step 5: Choose any user to transfer the deals selected
Step 6: Type in YES to proceed transferring the deals. Next, click on the Perform Action button
Done!
You have transferred open deals to another user using bulk actions.