Can I assign a lead to more than one Agent?

Can I assign a lead to more than one Agent?

Can I assign a lead to more than one Agent?

Assigning Leads to Multiple Agents

Steps:

  1. Select Lead:

    • Choose the lead and click on Edit.

  2. Add Additional Agents:

    • Use the '+' sign next to Agent 1 to assign up to four agents.

Why This Matters:

Assigning multiple agents to a lead ensures continuity and better client service, especially in cases of agent unavailability.

Tags:

Lead Management, Multiple Agents, CRM Processes, Client Service, Teamwork


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