Lead Assigned To

You can now easily see which leads are assigned to which agent. Whenever an agent logs in they will now see which leads are available and in need of contacting and which are taken care of.

From the main lead dashboard click on a lead’s name and once the lead’s dashboard opens, in the form field titled “assigned to” select an agent's name.

Now from the main dashboard you will be able to see every lead that is assigned to an agent.

To see all the leads assigned to that agent, click on the assigned agent's email and you will see a list of all the leads in one location for quick viewing.