How to Transfer Active Leads of an Agent

Navigate to:

1. Lead transfer

2. How to transfer leads?

3. Lead transfer errors

4. Things to know

1. Lead Transfer

In cases where TL wants to re-churn active leads with another Agent OR in cases where Agent resigns from the organization, then you can refer to this article and learn How to Transfer  “active” Leads of an Agent to other Agents, Call Center, or any other projects of the same developer. 

Note: "Active" leads = "WIP" leads present in lead buckets of "Claimed", "Interested", "Meeting Done", "Visit Done", and "Final Negotiation".

2. How to Transfer Leads?

I. Login to your Dashboard.

II. Select the project & navigate to ‘Leads’ as shown in the screenshot.

III. Select the bucket from which you want to transfer the leads.

IV. Click on the ‘Lead Transfer’ button from the list present above the top right of the bucket.

V. Select 1 or more leads that you want to transfer. Alternatively, you can click on the ‘Select all’ button at the bottom to select all the leads from any particular bucket.

VI. After selecting the leads, click on the button ‘Confirm Transfer’ at the bottom right corner.

VII. Select all the details from the pop-up & click on the button ‘Confirm Transfer’ to transfer the selected leads.

3. Lead Transfer Errors

The lead transfer may result in an error in a few cases. In such scenarios, you will receive a ‘Lead Transfer Error’ Email. If you have not received an email, try checking your ‘Other’ folder in your email.

Lead transfer error is possible in the following cases:

I. There are pending site visit events against the transferred leads.

• If the site visit feedback is pending then the site visit will not be marked as “Done”.
• In such cases, you have to complete the visit feedback & then mark the Visit “Done” for the respective leads from the Site registration portal (if the agent has resigned) or Agent App (if the agent is active).
• Once the Visit is marked Done, the lead can be transferred to a different Agent or another project.

II. Leads are transferred from and to the same ‘Sales Manager’.

• Leads are not allowed to transfer to the same agent.

III. The sales manager is inactive.

• Leads will not be transferred to an Agent whose lead flow is turned off.

IV. Leads are transferred from one project to the sales manager of another project.

• Leads will not be transferred from Project A to Project B of the same developer from Agent A to Agent A -- if Agent A is not added/present in Project B.

V. One or more leads that are being transferred are in the booking done state.

• Leads attempted to transfer are already booked and currently in the Booking Done state.

If you face any other difficulties further, please contact [email protected] for further assistance.

4. Things to Know

I. Lead can only be transferred from the following buckets:

- Fresh

- Claimed

- Interested

- Meeting Done

- Visit Done

- Final Negotiation

- Failed

- Junk

- In Call Center

II. Lead Transfer errors need to be rectified before re-attempting.

III. Leads can be transferred by users having the following roles:

- associate_team_lead

- team_lead

- assignment_runner

- assignment_owner

- super

IV. Leads in the ‘In Call Center’ buckets can only be transferred by users having a “call center owner” role.

To know more about roles & permissions, read this document.

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