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

Bulk Activities - Previous

Downloading Leads

Next - Bulk Activities

Filtering Leads

Last updated 9 months ago