LeadSquared for Sales

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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Arsh Afroz
Arsh Afroz
6 months ago

How to transfer the leads

Dharshana Santhanam
Reply to  Arsh Afroz
6 months ago

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?