Transfer Leads to Manage Leads Like a Pro - Help

Transfer Leads

In Transfer Leads, following features are avaialble Admin Transfer Log, Transfer Leads, and User Transfer Log.

To Transfer the Leads from One User to another, Click on Transfer Leads as shown below. This Feature will help you when a certain user is Deactivated.

Transfer Leads to Manage Leads Like a Pro

The Transfer Leads screen will be opened with the necessary filters likeCountry, State, Place,Source, Status, Assigned Date and Followed by Filters to sort out the data based on User Requirement.

Transfer Leads in your Lead Management Consultancy

To Transfer the Lead, follow the below steps:

Step 1: Select the Lead by Checking the Select Checkbox.

Step 2: Click on Transfer.

Transfer Leads to Generate Business

Step 3: Select the Employee to whom you want to Transfer the Lead to from To field.

Step 4: Enter the Reason for the Transfer.

Step 5: Click on Transfer Button.

Transfer Leads in Software for Small Business

Step 6: Click OK.

Transfer Leads for CRM Sales Leads

The Confirmation Text appears to notify the Successful Transfer of Lead.

Manage CRM Sales Leads Transfer

The Leads cannot be transferred to Admin from any Employee.

Admin Transfer Log

To View all the transfers done by Admin, Click on Admin Transfer log. Admin Transfer Log will be visible only to the User with Admin provision.

Admin Sales Leads Transfer

Click on Back Button to return to Transfer screen.

Transfer Leads to Grow your Business

User Transfer Log

To View all the transfers done by Users among themselves, Click on User Transfer log.

Transfer Leads for Lead Generation Marketing

Click on Back Button to return to Transfer screen.

Transfer Leads by Transfer Screen