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