If you're collaborating with others on leads from the same organization, it's important to assign each lead. 👥 This ensures smooth communication and a consistent point of contact, preventing duplicate outreach efforts from different team members.
Assigning a lead also lets you send emails on behalf of your team via ZELIQ and manage relationships and opportunities efficiently using different statuses.💥
Here's how to do it:
Go to "Organization Leads."
Check the box next to the lead you want to assign. You can select multiple leads if needed.
In the toolbar, click "Assign" or "Assign & Add a Task" if you want to schedule an action.
Enter the name of the person to whom you're assigning the lead.
To unassign a lead:
Visit "My Leads."
Check the box next to the lead you want to unassign.
In the toolbar, click "Unassign."
Well done !🎉
👩🏼💻 For further information, please do not hesitate to contact us: