Transferring a lead

You can transfer a lead to another user on your account.
 
 
1. Hover over CRM
2. Click Current Contacts
 
3. Check the box next to the name of the lead(s) you wish to transfer. You can even use Select All under Bulk Actions to place a check mark next to all of the contacts on the current page. 
 
 
4. Click on Select. Choose the user you want to transfer the lead(s) to from the drop down.
5. Click Reassign Selected to move the leads over
 
 
You should see the following message after you click on Reassign Selected
 
 
 
This article is provided for informational purposes only and is subject to change without notice. It's not intended to include every feature or service that LoanTek provides. Visit the LoanTek Support Page for more information.

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