I do not see any option to transfer leads from one user to another user at the same time.
For example - I have 3 users A B and C each have 3 clients
A - 123 B -456 C - 789
Now I want to exchange leads within themselves to try their best to close the sale.
A - 456 B-789 C-123
How can I do this? according to your system I have to transfer first 123 from A to C and then 456 from B to A but how will I know that those were not in A before or B before? these are just 3 clients in each so each to do it. I have 100s of clients under each user. How to do it?
How can I know it is already transferred from A to B so I don’t need to touch these clients to transfer from B to transfer to C ?
A - B- 123456 C - 789
How will I know that the available client in B - 123456 which one is newly transferred and how can I decide to know that I have to touch only 456 and not 123 because 456 were old and 123 is new.
How can I know this in this CRM?
Is there a suffle method to transfer? one by one doing for 100s will take years remembering and checking in this small screen.
Can anybody provide solution for this
Can any expert provide solution to reassign the leads to a different sales person from one person to another in the simplest way?
What I am currently doing is I have to avoid mismatches and wrong assignment I have created 3 extra columns From, To and Level.
First I mark all existing leads to the same person’s name in column “From”
Then I update the column “To” with a name to whom I want to transfer
and then I filter the column “To” to select each sales person at a time and the assigned it to the person’s name under column “To”
This way when a new person received the new assigned leads he can know from whom it came by looking at Column “From”
and
The person whose leads were transferred to someone else by admin can know to whom his lead has been assigned by looking at the column “To”
and the Column Level is to know how important is the client is by marking them to Level 1 to 4
Is there a better way to exchange leads from one person to another person without complex method like this for an admin.
Every two months leads should be exchanged so everyone can give their best on them to convert the sales.
Now If I have 3 sales person and each have 100 leads then
A should get c’s leads
B should get A’s leads
C should get B’s leads
except those who they don’t want to give up trying. So some may transfer only 40 some may transfer 90 some may transfer 75. So this should be equally distributed.
A may transfer his leads to both B and C
B may transfer his leads to both A and C
C may transfer his leads to both A and B or non.
How to make this activity in one go? instead of multiple exercise?
What if there are 20 sales person an admin will end up his job transferring leads to someone else randomly choosing any leads from one person to distribute equally in all.
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