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

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Downloading Leads

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Filtering Leads

Last updated 3 months ago