Delegate (a lead)

Can I assign a lead to another agent?

Jeppe Liisberg avatar
Written by Jeppe Liisberg
Updated over a week ago

Any team member can delegate leads to their colleagues. Just hit the “Delegate” button below the comment field and choose who will receive the lead.

The lead will be marked as claimed by the receiving agent once you hit an action button. We recommend setting a follow-up time and using the “Call back” action when delegating, to make sure the receiving agent takes proper action on the lead.

Delegate a lead from the delegate button just beneath the comment field.

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