Installation Company ERP / CRM


Move Lead Feature Added

Reason for update:

Previously, if you added a new lead to the wrong customer, or if a lead needed transferring for whichever reason. You would have had to delete the lead and set it back up in the correct lead page. 

We have created a ‘Move Lead’ button to make this a seamless task. 

To do this, visit the Main Menu and click Leads, ‘Live Leads’. 

Select the Customer/ Lead Page you are looking to transfer on the edit icon to the right-hand side. 


Click on Move Lead above the contact details, and select the new owner. 

Request a Call Back

  • Hidden
  • Hidden
  • This field is for validation purposes and should be left unchanged.