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Assign Lead
In this article, you’ll learn how to assign leads to your Membroz account.
Steps to assign leads:
Leads can be given from the head of the firm account.
Step-1. In the organization menu, select ‘Marketing’.
Step-2. Navigate to ‘Campaign’.
Step-3. Click on the ‘Krtya Campaign’.
Step-4. Select any leads and assign them to any executives.
Step-5. Click on the ‘Allocate’ button.