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How to assign leads to team members

In this guide, you'll learn how to efficiently assign leads to team members by following a simple step-by-step process.

victoriaworkflowsvictoriaworkflows
·5 steps·80 views·Published

In this guide, you'll learn how to efficiently assign leads to team members by following a simple step-by-step process. We’ll walk you through navigating the leads inbox and ensuring the assignment is saved correctly.

Step-by-step Guide5 steps

  1. Click Ezra A

    Click Ezra A
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  2. Click on "Click here."

    Click on "Click here."
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  3. Click on "Click here."

    Click on "Click here."
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  4. Click Kayla D

    Click Kayla D
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  5. Click Save

    Click Save
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