SOP - Lead Transfer to Different Company
Process for Moving/Transferring leads between Companies
When transferring leads between companies please do the following:
Example:
Leavitt Lead needs to be assigned to Reliable Forklift
1. Use the Transfer Lead button in Lead Ribbon.
2. Select the company you would like to transfer to, in this case it is "Reliable"
3. Select the appropriate sharing function:
Pass- The Original lead is Disqualified, a new one is created with the new company (in this case, Reliable)
Share- The Original lead is Open, a new one is created with the new company (in this case, Reliable)
Assign to me- The current owner of the lead will stay as the owner (please change ownership beforehand if the ownership is to be modified)
Default User- The lead will go back into the queue
Why use Transfer Lead?
- Source Campaign on Lead will be updated to new company
- Marketing will review lead and ensure it is assigned to correct individual
- Person who receives lead will be able to qualify lead and create records (account, contact, opportunity) that are owned by new company
- Correct source campaign is important for revenue allocation and measuring marketing ROI
What will happen if lead is not transferred to correct company?
- Source Campaign on lead will be incorrect; it will not be associated to the correct company
- This in turn will make it so the individual who receives that lead will be unable to qualify it and create records (will receive an error message)