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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 3mo ago
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