You can transfer a job between two leads/customers on the platform by following these steps:
This Feature is role based. Please contact [email protected] to have roles assigned.
Log in to the platform.
Open the job you want to transfer.
Click the "Move JC" button.
Enter the name of the existing lead or their company name and click on search.
From the list, select the appropriate lead or customer and click on select.
The job will now be transferred to the new lead.