Lead transfer - transfer leads to the closing team or other projects. Create a call center on-the-go. Read more to find out how.

Enhanced lead transfer

Business and use cases:

With the new and enhanced lead transfer feature of the Sales app, leads can be transferred to another agent in the same project or to another project also.


The leads can be transferred from one agent to another in the following scenarios:

1. Within the same project (Project A): from agent A to agent B

2. To another project (Project B): to agent B, to agent A or to the fresh bucket.


Some of the business use cases covered in the feature:


1. Transferring leads from a sourcing team to a closing team:

Leads can be transferred directly to any closing team member, at any stage in the lead journey.

2. Lead interested in other projects:

If leads show interest in other projects, leads can be directly transferred to any agent of that project or to the fresh bucket.


3. Call center on the go:

A quick and efficient call center can be created by giving the Sales app access to your calling teams. Qualified leads can then be transferred to the sales team on the ground, easily from the Sales app.


Note: Refer to the document "Lead Transfer" to know the steps required for transferring leads from the Sales App.


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