How to move refinance prospects to different queue?

To move prospects to different sections within the Refinance tab of Sherlok, please follow these steps:

1. Begin by accessing the Sherlok Portal and locating the Refinance Leads tab on the left-hand side.
2. Use the Search field located on the right-hand side of the portal to find the specific client you wish to work with.
3. Once you've identified the client, click on the arrowhead button () situated on the right-hand side of the corresponding refinance lead.
4. From the dropdown menu, choose the appropriate Status option based on the client's progress: New, In progress, Completed refinanced, or Completed not refinanced. Additionally, you can add any relevant comments in the Comments field if necessary.
5. After making the necessary selections, click on the "Submit" button.
6. The lead will now be moved to the designated status section as specified.

By following these steps, you will be able to easily manage and organize prospects within the Refinance tab of Sherlok according to their current status.