How-to

Assign Leads in CRM

  1. 1

    Click on the Assign button.

  2. 2

    A pop-up window will appear with a Select Users option.

  3. 3

    Click on the Select Users dropdown to view the list of available users.

  4. 4

    Choose the appropriate user from the list based on your requirement.

  5. 5

    Click the Submit button.

  6. 6

    Your lead will be successfully assigned to the selected user.

AssignLeads