This is the third module of the LeadSquared Product Training
In this module, we will…
- Working with Leads: Lead Capture, Lead Stages, Lead Distribution, Lead Score, Lead List and Smart Views, Lead Forms, Lead Prioritization
- Activities: System and Custom Activities for Sales
- Sales Activity
- Tasks
- List
- Forms & Process Designer
- Process Automation
- Sales Reports
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How to transfer the leads
Hello, Arsh.
You can transfer leads to another user by changing their lead owner. To know more, refer to How to Manually Assign or Change the Ownership of Leads?