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On this page
  1. How To?!
  2. Manage Leads

Assign Lead to Agent/Team Member

Allocate a lead to a specific agent or team member for follow-up

PreviousConvert Lead to CustomerNextSend Bulk SMS/Emails

Last updated 9 months ago

  • To assign team member

    1. Navigate to the "Leads" section.

    2. Select the lead you want to assign.

    3. Click on "Assign"

  1. Choose the agent or team member/s from the list.

  2. Click "Save" to complete the process.