How-to

Transfer Lead Status

  1. 1

    First, select the Lead you want to update.

  2. 2

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

  3. 3

    Click the checkbox next to the lead to select it.

  4. 4

    After selecting the lead, click on the Transfer Lead Status button.

  5. 5

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

  6. 6

    Click on the Select Status field, and you will see a list of available lead statuses.

  7. 7

    Choose any status you want to assign to the selected lead.

  8. 8

    Once selected, click on the Submit button.

  9. 9

    Your leadÒ€ℒs status will now be successfully updated in the system.

TransferLeads