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Welcome to ExtraaEdge product help & guide
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Refer a lead to another User
Referring a lead to another user
Watch the video tutorial :
Counselor can refer/transfer a lead to another counselor in the team.

Step 1: Click on three dots from the action menu.

Step 2: Click on Refer Lead

Step 3: Add to whom you want to refer and your comments

Step 4: Click on REFER

Managing Leads - Previous
Update/Edit lead details
Next - Managing Leads
Update lead Status
Last modified 3mo ago
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