Follow these steps to transfer a lead from one agent in your organization to another agent:
- View the lead's info page.
- Click the "Lead Details/Edit Lead" button.
- 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.
- Type the name of the new agent to which you want to assign the lead in the same box.
- Click on the new agent's name when it appears in the drop-down menu below the text input.
- Click "Add".
- Click "Update".