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Managers: How To Assign a Lead(s) via the Mobile App

As a manager, you may need to assign leads to your sales/mid-level team members.

Step 1:

To assign a lead - go into the 'Track' tab. Here you'll be able to search for the Lead, you wish to assign. 

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Step 2:

Click on the Lead and press the 'Edit' button. 

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Step 3:

From here, you'll be able to press 'Owners'. Use the dropdown menu to select your desired Rep. Once a lead is assigned, it will become visible to them in their pipeline. Hit save, once done. 

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