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

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Update lead Status

Last updated 3 months ago