Dispatching Leads

Mothernode CRM lets users reassign leads to other users by dispatching them. You can only assign leads to users who are designated lead recipients. See assigning users as Lead Recipients

  1. Select a sales rep you want to assign the lead to, in the assigned to drop down.
  2. Click Dispatch Lead

Note: 

 

Dispatching a lead to a user will send an email version of the lead to the user, create a real-time notification on screen and stamp the dispatch information in the events.

 

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