Assign lead to staff member

Assign lead to staff member

Open a lead and simply select the staff member you want to assign the lead.

After submiting the staff member will receive notification that you have assigned this lead.

Everyone can manage leads. But only administrators/managers can view all the leads. Others staff that are not administrators can view leads that are assigned to him/her or if this staff member created this lead no matter to who is assigned.

Please see the team management page to control these permissions Contacts-> Teams

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