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Assigning a Lead to another user

Last updated by Sam Brown on November 08, 2016 15:04

In this help guide we show you how to edit a lead in order to re-assign the lead to another user.

Step 1

View the Lead and then look to the Assign To field:

Step 2

Now click on the drop-down menu of the Assign and click on another user. Then click on the Save button (bottom right corner).

You have re-assigned the lead owner to another user successfully.