How do I change my lead owner?

Updated :

1. Log in to your CRM

2. Once you are in your "My Leads" section of your CRM, click on the lead you want to make any changes.

3. Once you are in the lead, scroll down to "Lead Details" section

4. Now click on "Details" tab in "Lead Details"

5. There are two ways to make such edits, you can either click on "Edit" as shown by the arrow or once you are in the menu, you can always double click on it to make the change.

6. So double click on the "Lead Owner" and it will give you a drop down menu of users that you have created in the system. Choose an alternative and it will be saved.


Powered by Zendesk