Alexa Best Small and Medium Business CRM Software - ConvergeHub

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.
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