- Salesperson can transfer their lead to another salesperson within the same projects.
- Manager also has the access to transfer lead from one salesperson to another.
Steps to transfers
- Click on the pencil icon under the salesperson description.
2. Select the salesperson that you would like to transfer the lead.
3. Input the reason for transferring the lead as this information will be reflected under the transferred lead's action log.
4. A notification will be sent to the new salesperson to follow up once the lead has been successfully transferred.