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  • Welcome to Modern World
    • Start Here
  • Getting Started
    • Opening The Portal
    • Login & Password
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  • Accounts
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    • Leads
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  • Deals
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    • Changing Your Password

Assigning a Lead

Assigning a Lead lets you give a new Lead directly to a member of your Team.

This way, you can manage new potential clients and distribute them according to your operation.

This can be done when Adding a Lead.

 

  • Assigning a Lead
MWBS CRM