Assign leads and receive notifications

In this article, we'll show you the two ways to assign leads and where the notifications will be shown when leads are assigned.

First Option: The initial alternative involves assigning a single lead to another team member (sales consultant).

1: Select, by pressing on the name, the lead for which you'd like to modify the assignment to a different coordinator.

2: Simply click on the "owner square" that can be found in the left sidebar.

3: Determine which team member (sales coordinator) will assume responsibility for managing the lead.

4: Once you've finished the assignment, click the button "Save” that appears once you scroll down in the left sidebar.

Second Option: The other option to consider would be allocating several leads to a single team member.

1: The first step is to go to the “Leads Overview” as shown in the image below.

2: Select the lead you wish to change the assignment for by clicking on the small square located to the left of the lead's name, as illustrated in the image below.

3: Decide if you prefer to allocate the lead to a different team (Team B) or to another member within the current team (Team A).

Note: Click the button. “Assign Team” to change the lead owner to a different team (Team B).

 Instructions

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