Create a New Lead

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.

Does 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.

Open

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