Can I create a lead with a contact that doesn't belong to me?

Can I create a lead with a contact that doesn't belong to me?

Can I create a lead with a contact that doesn't belong to me?

Creating Leads with Shared Contacts

Process:

  1. Search Contact:

    • Use the search box to find the contact by mobile number or email.

  2. Create Lead:

    • Add a new lead for the contact without accessing previous lead entries.

Why This Matters:

This feature allows for collaboration among agents while maintaining data privacy and integrity for client information.

Tags:

Lead Management, Shared Contacts, CRM Processes, Data Privacy, Collaboration


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