Keep the status in tact when transfering leads!

Thu, Mar 3, 2011

Home Office Pro 2.0

We just release an update that allows you to keep the status of the prospect that same as it was in your account when you transfer prospects to your team. This is helpful if you have talked to them already or have already make a call. The prospect gets transfered over to the new user as a callback for example so your team member doesn’t think they are new lead.



  
    


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