Steps to Refer Bulk Leads

Referring bulk lead to another counselor.

Steps to Refer Bulk Leads

  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.

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