How to use the template
Use Template
Start with the ready-made template and add it to your Reqst account.
Customise
Edit the tasks and details to suit the way you work.
Share
Send your link to clients, customers or your team whenever they need something.
Receive requests
Get everything they need in one organised request, ready for you to work on.
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About this template
A lead handover request provides a structured way to pass a lead from one person or team to another.
Who is it for
Sales, marketing and business development teams managing incoming leads.
How it works
Create a List covering the actions required during handover and use it to submit each lead to the appropriate team.