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TROUBLESHOOTING FAQ
Refer All Leads
Referring multiple leads at a time
Watch the video tutorial :
You can refer multiple leads to another counselor in your team. Apply filters if you want refer selected leads only.
Step 1: Click on Refer All Leads all icon
Step 2 : Click on Refer from the confirmation dialog box.
Step 3: Select User you wish to refer and add comment.
Step 4: Click on REFER
Last modified 9mo ago
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