Assign lead to staff member
Started 1 year ago by Thulo Support Team in Thulo Cloud
This guide will help you to assign the lead to a staff member.
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Open a lead and simply select the staff member you want to assign the lead to.
After submitting the staff member will receive notification that you have assigned this lead.
Everyone can manage leads. However, only administrators can view all the leads. Other staff that are not administrators can view leads that are assigned to him/her or if this staff member created this lead no matter to who is assigned.
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