Assign a Lead to a Salesperson

Project leads can be assigned ownership so lead management can scale to work with sales teams.

Video

Procedure

  1. Navigate to Projects Project Leads and open an existing lead
  2. Click Assign from the command bar
  3. Assign to yourself, or select another user to assign the lead to
    (workflow can be enabled to send notification to the the assigned salesperson)

Still need help? Contact Us Contact Us