Assign lead to staff member

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

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

Everyone can manage leads. But only administrators 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.

Did you find this article useful?

  • Leads email integration

    Leads email integration is powerful Accentra feature who allow you to integrate leads from your emai...
  • Lead Sources

    You will always need a way to know from where you got the lead. Go to Setup -> Leads -...
  • Lead Statuses

    You can easily customize leads statuses so they can fit into your workflow. To add new lead st...
  • Convert Lead to Customer

    Convert Lead to a Customer Click on the lead and wait for the modal to be opened, on the top button...
  • Generate Lead Report

    To view your leads report navigate to menu item Reports from the aside menu and click...