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Step 1

To assign a lead to someone,

  1. Click on Leads from the left menu.
  2. Now, click on any lead row whose assignee you want to change.

 

user-guide-leads-list-nav

Step 2

On this page you can see all the details of the lead. Here click on Edit Details button.

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Step 3

Here,

  1. change the assignee of a lead in Assigned To field
  2. and finally, click on Save.

 

user-guide-lead-details-assignee-update

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