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As a professional user, you can both create, receive, and assign leads to other team members.🤳

To get you started, watch this video tutorial on how to create a new lead for yourself or other team members.

Widget Connectorwidth750urlhttps://vimeo.com/673683013height450

Click anywhere on the picture to watch the video:

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titleDoes your organization use the multi-org. function?

If your organization has child orgs. you can hand over the lead by assigning it to a different org.

NB! Do not save the lead as accepted if you’re supposed to send it to another organization.