The salesperson can transfer their lead to another salesperson within the same projects, sales team or specific salesperson.
Steps to transfer a lead through the SalesCandy app.
1. Select the lead which would like to transfer, then click on the top-right icon and select the transfer lead column.
2. Select the salesperson or sales team or project team 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