The following information describes how to assign a lead to a salesperson or account manager and for an account manager to see a list of their assigned leads.
- Open the Lead you would like to assign.
- In the Assigned to field, select the contact you would like to assign the lead to.
- Press Save. Note: Arlo does not send a notification when assigning a lead out.
View Your Leads
You can Filter the lead views to show only the leads that are assigned to you ('My leads').
- From the Activities menu, select Leads.
- Select My Leads from the search bar options.
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