Transfer a Lead to another location when availability is limited or a different site is more convenient, helping your team respond faster and keep opportunities moving.
Quick Start
Open a new or existing Lead card and select Neighbors to open the Send to Neighbor window.
Search for a nearby location by distance from your current location or by zip code.
Select the destination location and confirm the transfer.
Save the Lead. and choose whether to cancel the Lead at the original location.
Transfer a Lead to Another Location with the Neighbors Feature
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From a new or existing Lead card, click Neighbors (A) to open the Send to Neighbor pop-up and begin the transfer process.
The Send to Neighbor pop-up defaults to searching for neighboring locations within Distance (B) of the location where the Lead is currently saved. To search by zip code instead, continue to the next section.
Click Radius (C) to choose how far out the system should search for neighboring locations.
If needed, enter a value in Location Name (D) to narrow the results or find a specific location faster.
Select the neighboring location, then click Confirm (E) to continue.
Click Zip Code (F) to switch the search method to zip code.
Enter the target zip code in Enter Zip Code (G).
Use Radius (H) to filter locations by distance from the center of that zip code.
If needed, enter a value in Location Name (I) to refine the results.
Select the neighboring location, then click Confirm (J).
Click Save (K) to save your work and exit the Lead card.
Note: After saving the Lead to the neighboring location, you will be prompted to decide whether to cancel the Lead at the original location. Select Yes to cancel it there, or select No to keep it active at the original location.