A lead can be assigned to a user in the company. When a lead is assigned an email is sent to the user advising them that the Lead has been assigned to them. Creating an automatic workflow communicating the Lead details with the relevant person.
Follow the steps below to assign a Lead to a user:
- On the Leads tab on the Flex platform select the Lead to assign.
- Once selected the toolbar will show you the option Lead Details.
- Under the heading Lead Details select the drop down option Assign To and select the user to assign the lead to.
- Select Save and Close.