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
- Owners and Managers can assign leads.
- A lead can only be assigned to one member at a time.
How to Assign a Lead
- Go to Leads: Navigate to Leads from the sidebar.
- Find the Lead: Click on Lead to open the Summary view.
- Choose a Member: Select the member you want to assign the lead to and click Confirm.
Once assigned:
- Leads will show the member’s name.
- Members will be able to see the lead and change its status.
Need More Help?
Contact our support team.