Follow

How can I transfer a prospect to a different property?


Instruction

From within the prospect page, click "Transfer".  You will then choose the property to transfer them to.  Any payments they have made, however, will not transfer. 

Having Issues? Try this
Issue:
Try:

Permissions and Settings

To transfer a prospect to a different property you need permission view prospects. To check permissions, go to Admin > User >  (Select User) > Change Permissions > Prospects > View.

Have more questions? Submit a request
Powered by Zendesk