The Assign Prospect feature assign prospects to marketing staff. Prospects are equally divided according to the number of staff selected. Once a prospect profile is created, you would want to assign a marketing staff to perform follow-up to the prospect.

How It Works

  1. Find Marketing on Navigation Bar located on the left side of the screen
  2. Click Assign Prospect > click Assign
  3. Select the relevant staff
  4. Click Save

 

 

 

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