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How to assign lead to agent/team member?

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

Samir Rashed avatar
Written by Samir Rashed
Updated over 2 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.

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