Follow these steps to transfer a lead from one agent in your organization to another agent:

  1. View the lead's info page.
  2. Click the "Lead Details/Edit Lead" button.
  3. Under the "Assigned To Agent" section, click the "X" next to the current agent's name in the grey box to un-assign the lead from the current agent.
  4. Type the name of the new agent to which you want to assign the lead in the same box.
  5. Click on the new agent's name when it appears in the drop-down menu below the text input.
  6. Click "Add".
  7. Click "Update".
The video below shows the process from beginning to end.