Steps to Refer a Single Lead

Referring a lead to another counselor.

How to Refer a Lead - Help Manual

This guide provides step-by-step instructions on how to refer a lead using the system. You can either refer a single lead or multiple leads at once.

Counselor can refer/transfer a lead to another counselor in the team.

Steps to Refer a Single Lead

1. Login to the System

• Open the platform and enter your credentials.

• Navigate to the lead referral section.

1. Select 'Refer a Single Lead'

• Click on the 'Refer Lead' option.

1. Select Counselor

• Select the counselor to whom the lead needs to be transferred.

• Fill any additional notes.

1. Refer the Single Lead

• Click on the 'Refer' button to complete the process.

1. Confirmation

• You will receive a confirmation pop-up once the lead is successfully referred.

Referring leads is a simple and efficient process. Follow the above steps to ensure a smooth referral experience. For further assistance, reach out to support.