Assign Lead

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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’.

Leads Management Tool

Step-4. Select any leads and assign them to any executives.

Assign Leads

Step-5. Click on the ‘Allocate’ button.