Assign Leads in CRM
Step-by-step Instructions
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Step 1
Click on the Assign button from the action bar.
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Step 2
A pop-up window will appear with a Select Users option.
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Step 3
Click on the Select Users dropdown to view the list of available users.
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Step 4
Choose the appropriate user from the list based on your requirement.
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Step 5
Click the Submit button.
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Step 6
Your lead will be successfully assigned to the selected user.
💡 Pro Tip: Distribute leads smartly
Assign leads based on team workload and expertise. This ensures faster follow-up and improves your overall conversion rate.
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