If you're using our PM Service, you can now unflag leads that you don't want our Team to take action on.
Step 1:
To unflag a lead, click on the lead of your choice. Once here, press the 'Flagged for a Pipeline Manager'.
- It will prompt you with "Do you want to remove the flag on this Lead?
- Click 'Remove'.
Step 2:
To manually flag a lead, click on the lead of your choice. Once here, press the 'Flag this Lead' button.
- It will prompt you with "Do you want to flag this Lead?
- Click 'Flag Lead'.