How do I forward active sales leads or transfer customers?
By Thynk· Published · Updated
Thynk supports single and mass transfers of leads, accounts and bookings, plus rule-based territory assignment.
Full answer
Thynk lets sales teams hand over leads and customers quickly.
- Manual transfer: change the owner of a single account, lead or booking.
- Mass transfer: move many accounts, contacts and bookings to a new owner in one step.
- Territory management: assign accounts automatically based on rules such as region or segment.
Activity history moves with the record, so the new owner has the full context of each relationship.