Articles in this section

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

Step 1:

Access the detailed lead view by clicking on the specific lead in your dashboard or an incoming lead notification email.

Step 2:

Once in the detailed lead view, click the drop-down menu to see a list of your team.

Screen Shot 2024-11-22 at 1.57.19 PM.png

Step 3:

3. Click the member(s) of the team you want to assign the new lead to. *You can assign multiple owners, to each lead.

4. Confirm by clicking away.

Once the lead has been assigned. The user selected will receive an email and be able to view it in their web dashboard. 

Was this article helpful?
0 out of 0 found this helpful