Steps to Refer Bulk Leads

Referring bulk lead to another counselor.

Steps to Refer Bulk Leads

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.

1. Login to the System

• Access your account and navigate to the lead referral section.

• Select 'Refer Bulk Leads”

1. Select Counselor

• Click on Assign to choose a counselor.

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

• Fill any additional notes.

1. Refer the Bulk 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.