Assign Leads

Assigning a lead helps ensure the right team member follows up and takes the next steps to convert it into a deal.

Things to Keep in Mind

1. Owners and Managers can assign leads.
2. A lead can only be assigned to one member at a time.
   

How to Assign a Lead

1. Go to Leads: Navigate to Leads from the sidebar.
2. Find the Lead: Click on Lead to open the Summary view.
3. Choose a Member: Select the member you want to assign the lead to and click Confirm.
   

Once assigned:

1. Leads will show the member’s name.
2. Members will be able to see the lead and change its status.
   

Need More Help?

Contact our support team.

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