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.
Click anywhere on the picture to watch the video:
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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. |