How to Transfer Lead in Gain DMS: A Step-by-Step Guide

This document explains the step-by-step process for performing a Lead Transfer in DMS.

Introduction

The Lead Transfer functionality allows dealerships to move a lead from one executive or branch to another. This process ensures proper lead ownership, balanced workload distribution, and uninterrupted customer engagement when responsibilities change.

This guide covers:

1. Accessing the lead
2. Initiating transfer
3. Updating transfer details
4. Assigning a new executive
5. Completing and validating the transfer

Section 1: Navigate to Lead Management

Step 1: Open My Leads

1. Login to DMS.
2. Click Pre-Sales.
3. Select My Leads.

You will be redirected to the Enquiry Worksheet, where all active and open leads are displayed.

Section 2: Open Lead Details

Step 1: Select Lead

1. Locate the lead that needs to be transferred.
2. Click the respective Lead Name.

The system redirects to the Enquiry Details Screen containing complete lead information.

Section 3: Access Transfer Option

Within the Enquiry Details Screen:

1. Locate the Transfer option.
2. Click Transfer

The lead transfer section will open.

Section 4: Update Transfer Information

Provide all required transfer details before proceeding.

Transfer Reason

Select or specify the reason for transferring the lead.

Examples:

• Territory reassignment
• Workload balancing
• Executive unavailable
• Branch transfer
• Incorrect assignment

Update an appropriate reason for audit and tracking purposes.

Branch

Select the branch where the lead needs to be transferred.

This determines the destination branch ownership.

Executive Name

Select the executive who will become the new owner of the lead.

The selected executive will receive complete ownership and responsibility for future lead activities.

Example:

Select the required salesperson/executive from the available list.

Section 5: Complete Lead Transfer

After updating all required information:

Click:

Transfer

The system processes the transfer immediately.

System Behaviour After Transfer

Once the lead transfer is completed:

• The lead ownership changes
• The lead is reassigned to the selected executive
• The current user will no longer see the lead under their login
• Future follow-ups and activities become the responsibility of the new owner (Executive)
  

Important Note

Lead visibility changes after transfer.

The transferred lead:

✔ Appears under the selected executive while transferring the lead.

✘ No longer appears under the previous owner's lead list.

Common Business Scenarios for Lead Transfer

Lead transfers may be required when:

• Sales territories change
• Workload needs balancing
• Executive role changes occur
• Customer location changes
• Ownership reassignment is needed

Process Flow Summary

Pre-Sales → My Leads → Select Lead → Transfer → Update Transfer Reason → Select Branch → Select Executive → Transfer

Completion

You have successfully completed the Lead Transfer process in DMS. This functionality helps dealerships