Codeless: Manual assigning of Leads to Agents

Katherine Ramirez Updated by Katherine Ramirez

This article will guide you through the Manual assigning of Leads to Agents

Once you're logged in to your dashboard, click CRM.

On your CRM page, click the lead/s that you want to manually assign to a specific agent then click the edit button.

This will take you to the lead's information page. Click assignment under details and a popup menu with the names of your agents will appear. Click the name of the agent to whom you want the lead to be assigned.

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