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
4. Select the User you wish to transfer the lead(s) to.
5. Click 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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