- To bulk transfer leads from one sales rep to another, complete the following steps:
- Go to the Lead Dashboard and click on the rep's name on the left. This filters the leads by that rep.
- Choose an Operation
- Update Lead Values
- Check top box to choose all (and select all rows if needed)
- Execute
- Check Sales Rep Box to Transfer Leads to
- Use drop down box to choose desired sales rep
- Next, Confirm
Transferring leads to a sales rep Print
Created by: Support User
Modified on: Sun, 21 May, 2017 at 10:45 PM
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