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            Assign Prospects to a Different Sales Rep

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            Assign Prospects to a Different Sales Rep

            If you want to reassign in-progress cadence targets to a different rep, update the target assignee without removing the target from the cadence.

            Required Editions

            Available in: Lightning Experience
            Available with Sales Engagement, which is included with Sales in Performance, Einstein 1, and Unlimited Editions, and available for an extra cost in Professional and Enterprise Editions. Sales Engagement is also available for an extra cost in Service and Lightning Platform.
            User Permissions Needed
            To change a target assignee:

            Sales Engagement User or Sales Engagement User Included

            OR

            Sales Engagement Cadence Creator Included

            OR

            Modify All Data

            To change target assignees, your Salesforce admin must turn on Change Cadence Target Assignees in Sales Engagement Setup.

            1. From the Work Queue or the prospect’s lead, contact, or person account detail page, choose Change Target Assignee from the Actions menu.
            2. Choose another Sales Engagement user with access to the cadence.
            Note
            Note Changing the target assignee resets the due date for the current cadence step. Changing the assignee also cancels scheduled emails created by the previous assignee. To see this change in the Cadence Steps component, refresh the target’s detail page.
             
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