Good morning! Every Wednesday I am going to be featuring a short over view of a feature. Your team may or may not have the feature I will cover, but the feature is available to all teams using Home Office Pro. If you want to inquire about how to have the feature added to your team’s Home Office Pro system, feel free to submit a comment.

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In this morning’s Minute, we will go over the Transfer Leads feature. This feature is found on the Home Control Panel of your members area on the Setting Appointments module.

This feature will allow you to give leads to another member in your organization. If you wish to transfer a lead, place a check-mark next to their name, insert the member’s website username and click on Transfer. You must use the correct website username. For example:

I have a lead, CorinneM Test that I would like to transfer to my partner Jeff Lewis. Jeff’s website address is http://www.myteam.com/jlewis . When transferring the lead CorinneM Test to Jeff, I would type in jlewis into the Website Username box next to the gray arrow.

If the transfer is a success, you will get a message, letting you know:

After a successful transfer, the recipient (in this example Jeff is the recipient) will receive an email notifying them that you have transfered a lead to their members area.

Not all leads are available for transfer. You can not transfer a lead to another member once that lead enrolls and activates their own team website. You can also only transfer leads that are on your Team AutoResponder (Drip Email) Lists. When you created your Home Office Pro account with the team, a set of lists was added to a Response Magic Autoresponder account for you. If you have logged into your Response Magic account separately and created a new personal list, such as “My Newsletter” list, you will be unable to transfer leads that are in that list.

It is important to carefully consider a lead transfer. A lead transfer is Non Reversible! Once you choose to transfer the leads to another person, you are giving up ownership of that lead. The lead will become the property of the member to whom it was transferred. Platinum Synergy can not remove or return leads from a person’s account.

The Transfer Leads feature is a great way to work as a team to build your team.

If you have any comments or questions on this feature, please leave us a comment!
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Corinne Elletson
Proud Member of the Home Office Pro Team!