To assign a sales representative to a lead, follow these simple steps:
Assign a Representative from the Lead Table
Navigate to the Leads Section
From the left-side panel, click on Leads.
Select the Lead
In the Leads table, locate the lead you want to assign a representative to.
Assign Representative
In the Representative column, click on the dropdown menu.
Select the sales representative you want to assign to the lead.
The change will be saved automatically.
Assign a Representative from the Lead Summary
Open Lead Summary
Click on the lead you want to assign a representative to, which will take you to the Lead Summary page.
Edit Job Details
In the Job Details section, find the Sales Representative dropdown.
Select Representative
From the dropdown, choose the sales representative for the lead.
Save Changes
After selecting the representative, save the changes to confirm the assignment.