How to transfer lead clusters between dealerships

Created by Tom Lynch, Modified on Tue, 12 May at 11:09 AM by Tom Lynch


In some cases, you may wish to transfer leads between dealerships. To achieve this, you need to have access to both dealerships in question. 


To transfer a lead cluster, follow these steps: 

  1. Go to the lead cluster show screen, and look for the "Transfer lead" button in the sidebar
  2. This will then open a "Transfer lead" dialog which will allow you to transfer to the target dealership. 

Please note this cannot be reversed. 



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