You can transfer a lead to another user on your account.
- Hover over CRM
- Click Current Contacts
- Check the box next to the name of the lead(s) you wish to transfer
- Select the User you wish to transfer the lead(s) to.
- 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.