Transferring an enquiry to a new Client

To reassign an enquiry to another client, you need to use the Transfer to Another Client option from the CRM.

Transferring an enquiry will:

• Update the client assigned to the enquiry.

• Update the primary client in the People sub-tab of the associated project, if one is linked.

Permissions Required

Two permissions control who can transfer an enquiry:

• CRM Edit – Required to transfer an enquiry.

• Edit Locked Client Enquiry – Also required if the enquiry has already been won and is locked.

The Edit Locked Client Enquiry permission is automatically assigned to Branch Owners and Project Admins. It can also be assigned to other Tier One users, but cannot be assigned to Site Managers.

How to Transfer an Enquiry

You can only transfer one enquiry at a time.

1. From the CRM Leads & Clients list, open the enquiry you want to transfer.

2. On the enquiry profile, click the three-dot menu next to the enquiry reference and select Transfer to Another Client.

3. The Transfer Enquiry pop-up will appear. Select the new client from the dropdown.

4. Click Proceed to confirm the transfer.

The enquiry will now be assigned to the new client. If there is a project linked to the enquiry, the primary client in the project's People sub-tab will also be updated.