The Transfer Leads feature allows you to move leads from one list to another — whether you're transferring the entire list or just selected leads. This helps you organise your data and segment leads more efficiently.
Follow the steps below based on what you need:
1) Transfer All Leads from One List to Another
You can move the entire set of leads from one list to another list or a new one:
- Open the list you want to transfer from.
- Click on the Transfer Leads button.
- In the transfer modal, select an existing list or create a new list as the destination.
- Click Transfer to move all leads.
All leads will now appear in the selected destination list.
2) Transfer Selected Leads to Another List
You can also move specific leads instead of transferring the whole list:
- Open the list and select the leads you want to move using the checkboxes.
- Click on the Transfer Leads button.
- Choose an existing list or create a new list to transfer the selected leads.
- Click Transfer to complete the process.
Only the selected leads will be moved to the destination list.
This feature is especially useful when you want to:
- Segment leads by campaign or priority
- Clean up your existing lists
- Organise leads based on engagement or source
Need help or have questions? Email us at support@skrapp.io.
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