Use this process to reassign Follow-Ups from one employee to another for multiple Prospects and/or Members at once.

Step 1: Search for the Users

1. Go to User Search.
2. Use filters to find the accounts you want to transfer:
   • Under Role, click “None” to clear selections, then choose:
     • Prospects
     • Members
     • Or both
   • If transferring Prospects:
     • Set the Prospect status dropdown to “All” (not just Active or Inactive)
   • Use Location filters to ensure Follow-Ups are assigned to the correct location
3. Under Assigned Follow-Up Employee, select the employee you are transferring from (for Membership and/or PT Follow-Ups).

Note: Check the “Include Deleted” box at the bottom of the filters (This ensures no eligible accounts are missed, including those that could be reactivated later.)

Step 2: Open Transfer Tool

1. Scroll to the top of the page. 
2. Open the Search Actions dropdown.
3. Select Transfer Users.

Step 3: Set Transfer Details

In the Transfer Users window:

1. Select the employee(s) to transfer to
   • You can add one or multiple employees
   • If multiple employees are selected, Follow-Ups will be evenly distributed
     • Distribution is done in alphabetical (A–Z) order based on the User Search results list
2. Choose what to transfer:
   • Membership Follow-Ups
   • PT Follow-Ups
   • (Optional) Check Transfer Referrals to include referrals
3. Transfer Count (optional)
   • Leave blank to transfer all Follow-Ups
   • Enter a number to transfer only a portion
     • If only a portion is transferred, transfers begin with the first records in your User Search results (A–Z order), then distribute evenly.
        

Step 4: Complete Transfer

• Click Transfer
• Confirm the action when prompted

IMPORTANT: This action cannot be undone

Step 5: Confirmation of Transfer

• A confirmation message will appear on screen
• You will also receive an email notification once the transfer is complete