Step-by-step Instructions

• Step 1

  First, select the lead you want to update from the list.

• Step 2

  If you click Transfer Lead Status without selecting a lead, a message will appear: "Please select lead first".

• Step 3

  Click the checkbox next to the lead (or multiple leads) to select them.

• Step 4

  After selecting the lead(s), click on the Transfer Lead Status button from the action bar.

• Step 5

  A dropdown or modal will appear with the option to Select Status.

• Step 6

  Click on the Select Status field to view the list of available lead statuses.

• Step 7

  Choose the status you want to assign to the selected lead(s).

• Step 8

  Once selected, click on the Submit button.

• Step 9

  The lead status will now be successfully updated in the system.