It's very easy to transfer one or more clients to other agents using the desktop version of Zenvia Conversion.
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First, go to My Portfolio, select the desired clients, and click the + icon at the bottom of the screen. You'll see a menu bar appear.
2. Select Transfer. A new window will open, where you can choose whether you prefer to transfer to a team or to a particular user.
3. Select the desired option and click Transfer.
4. When you make the transfer a final screen will open in which you can specify suggestions you would like to provide to the agent for working with the client. You can transfer in several ways:
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"Immediate" so the agent can begin working with the client instantly.
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"Suggest reminder" to schedule a specific contact time.
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"Suggest visit" so the agent automatically schedules a visit to your showroom.
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"To archive" which suggests to the client that they archive the client.
5. Once you have selected the transfer type, click Save to confirm.