Assigning a lead to another member of the team.
1. Access the detailed lead view by clicking on the specific lead in your dashboard or an incoming lead notification email.
2. Once in the detailed lead view, click the drop-down menu to see a list of your team (see Fig1.)
Fig1. Assigning a new lead
3. Click the member of the team you want to assign the new lead to.
4. Confirm by clicking "OK."
Once the lead has been assigned. The user-selected will receive an email and be able to view it in their web dashboard.