Steps to follow:

1 - Select the targeted leads by checking the check boxes to the leads' left in the board.

  • If all leads are to be transfered check the box in the header of the column.

2 - Click on the "Bulk Actions" icon to the right of the board name.

3 - Click on "Update".

4 - Select "Advisor".

5 - Select the new advisor's name.

6 - Click on "Update".

  • To transfer all leads from one advisor to another, first select the date "From the beginning" and filter the advisor's name whose leads are to be transferred in the "Advisor" column and click on the "Apply" button to the right of the board.