HomeHelpNeed to Assign Leads from one Agent to someone else
Need to Assign Leads from one Agent to someone else
ConvergeHub allows you to assign leads from one sales agent to another in four quick steps:
Click on the lead whose assigned to agent you want to change.
Click on the edit option in the lead details page.
Click on the drop down list in the Assigned To field and select the new sales agent to whom you want to assign the lead.
Click on Save to update the changes. Or else, click on Cancel.