Overview
The manual transfer feature allows users and administrators to reassign leads between different users, branches, or corporate levels directly from the Lead Manager Screen or Lead Details screen. This is essential for managing workload distribution, handling territory changes, or correcting lead assignments.
Key Functionalities
Bulk Transfer: Transfer multiple selected leads simultaneously
Flexible Assignment: Transfer leads to individual users, branches, or corporate levels
Appointment Transfer: Option to transfer scheduled appointments along with lead data
Dual Interface Access: Initiate transfers from both Lead Manager Screen and Lead Details screen
Searchable Destination List: Quickly find transfer destinations using search functionality
How to Transfer Leads
From Lead Manager Screen
From the My Leads screen, select one or more leads by checking the checkbox or clicking on the lead line
Click the Transfer button that becomes available when leads are selected
In the Transfer slide-out panel:
Leave Assign to Me selected to transfer leads to yourself, OR
Use the Search field to find specific recipients, OR
Use the All dropdown to filter by Users, Branches, or Corporate
Toggle Transfer Appointments to Yes if you want to transfer scheduled appointments along with the lead data (default is No)
Click Transfer to complete the action (the button will show the number of selected leads)
From Lead Details Screen
Navigate to the Lead Details screen for the specific lead
Locate the Transfer button in the top right corner of the screen
Follow the same transfer steps as above to select the destination and configure appointment transfer
Best Practices
Use appointment transfer when reassigning leads with upcoming scheduled meetings to maintain continuity
Filter by branch/corporate when you need to transfer leads to a specific team or location
Verify permissions before attempting transfers to ensure users have the necessary access
Communicate transfers to the receiving party when moving important or time-sensitive leads
Use multi-select for bulk transfers rather than transferring leads individually when possible
Troubleshooting
Transfer button not visible
Verify the Enable Transfer Leads permission is enabled for your user role
Check that you have selected at least one lead (for Lead Manager Screen transfers)Cannot find specific user in transfer list
Use the Search field to type the user's name directly
Verify the user is active and has appropriate permissions to receive leadsAppointments not transferring with leads
Ensure you toggled Transfer Appointments to Yes before completing the transfer
Verify the appointments are still scheduled and not cancelledTransfer option missing from Lead Details screen
Confirm you have the Enable Transfer Leads permission enabled
Check that you are viewing the lead in Edit mode or have appropriate access rightsMultiple leads not transferring together
Ensure all desired leads are selected before clicking the Transfer button
Verify you have permission to transfer all selected lead types or statuses