Send a Lead to a Team Member

How do I send a lead to another person on my team?

Daniel Levy avatar
Written by Daniel Levy
Updated over a week ago

You are able to send a lead to one or more email addresses through your Dashboard.

Step One: Log in to your Dashboard.

Step Two: Select the lead that you’d like to forward to another person.

Step Three: Click "Send to” at the top right hand corner.

Step Four: Enter the email address of the team member. If you'd like to send the lead to multiple people, separate each address with a comma. Press “Send” once you have entered all the emails, and a notification will immediately go out to each address.

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