You can refer all leads of a list to another counselor in your team.
Step 1: Click on Refer All Leads all icon
Step 2 : Click on Refer from the confirmation dialog box.
Step 3: Select User you wish to refer and add comment.
Step 4: Click on REFER
Refer All Leads Print
Modified on: Fri, 24 Jan, 2020 at 4:13 PM
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