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5 STEPS

1. If you have multiple branches, you can move leads from one branch to another.  Select one or more leads on the page. To select all, click the checkbox at the top row.

Or select all leads by checking the box for "Select all leads of this search"

Step 1 image

2. Click Actions

Step 2 image

3. Click inside the Branches area and choose the branch you want to switch the leads to.

Step 3 image

4. Click Save

Step 4 image

5. Click Ok.

Note: If you selected more than 50 leads, the process will be put on queue to be processed in the background. You'll receive an email once it's completed.

Step 5 image

Copy of text and screenshots from the tutorial/solution:


1. If you have multiple branches, you can move leads from one branch to another. Select one or more leads on the page. To select all, click the checkbox at the top row.

Or select all leads by checking the box for "Select all leads of this search"


2. Click Actions

3. Click inside the Branches area and choose the branch you want to switch the leads to.

4. Click Save

5. Click Ok.

Note: If you selected more than 50 leads, the process will be put on queue to be processed in the background. You'll receive an email once it's completed.

Applicable User Seat Types

Admin

Galaxy

Booster


Applicable Permissions

Administrator


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