How to transfer leads from one pre-salesperson to another? - Spotter V2

Lead Transfer

Transferring leads from one pre-salesperson to another can be done by the manager or the pre-salesperson  with permission .

Leads previously worked on by a pre-salesperson can be reworked by another through this feature. 

It is possible to use this functionality, if any, for example:

• Rotation in the Pre-sales team;

• Contact attempts exhausted by a pre-seller;

• Team segmentation by specific markets.

To carry out a transfer of leads, follow these steps:

1.  Go to  Menu > Lead List

2.  Within the list of leads you select the leads you want, after making the selection a new menu will appear on your screen where you must click  Transfer. You can also better filter the leads you want to transfer through the advanced search in the Leads List, by clicking on " " next to My Searches > Apply. 

3.  You can carry out this transfer at random or you can define the destination of these leads, according to the prints below: 

4.  Now that you've defined who you're going to transfer the leads to, just click  Transfer.

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