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Transferring Leads - How to Transfer a Contact to Other Team Members

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Ryan Hache
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  1. Click on the checkbox next to a lead you would like to transfer
    2017-04-03_1016.png

  2. Scroll down and click multiple contact options
    2017-04-03_1018.png

  3. Type the member's name you would like to transfer these contacts to and click search.
    2017-04-03_1019.png

  4. Click the member's name in the list provided and click the transfer button.

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