Leadpal offers a convenient option to transfer leads between departments.
To transfer a lead, follow these simple steps:
Click the checkbox next to the lead(s) that you want to Transfer
The black menu bar will appear, click Transfer.
You must choose the department you'd like to transfer the lead to by selecting the appropriate company.
Optionally, you can provide a brief note explaining the reason for the transfer, and also allocate an advisor to the leads if required.
Once you've entered the necessary details, click the green "Apply" button to the left of the black menu bar.
With these easy steps, you can efficiently manage and distribute leads across different departments in your organisation.