Assigning Leads

1. Click on the Assign User button to assign the leads to Consultant

Click on  Assign User button to assign the leads to Consulant

2. Select the user you want the lead to assign

Select user you want lead to assign

3. select “followup date and time” and fill in the required fields to set follow-up date and time if you would like to set a reminder for the user to follow up

select "followup date and time" and fill the required fields to set follow up date and time if you would like to set reminder for user to follow up

4. Click on Submit

Click on Submit

# Assigning multiple Leads to User

5. Select the leads you would like to assign a User

Select the leads you would like to assign a User

Click on C00060	2w ago	Som raj	0423432421	som@raj.com.au	Visa	C Admin	canberra branch	 R Sharma

7. Click on the Assign to Button on the Action bar

Click on Assign to Button on Action bar

8. Select the User and Click on Submit

Select the User and Click on Submit


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Alert: System Update – Temporary Downtime on 27/12/2023(4:00 pm – 6:30 pm)SYD Time

Please be assured that this downtime is planned to optimize our systems, enhance security measures, and implement important updates. We understand the importance of our services to your operations and apologize for any inconvenience this may cause.