Leads

How to Assign Lead to Salesperson in Tenacious Sales - CRM?

Once account is created with tenacious sales lead can be added to an admin or sales person account. If lead is added through admin account then admin can assign lead to any sales person added to account. Few easy steps need to follow to assign lead to sales person.

  • Login to tenacious account as an admin
  • Go to Lead
  • Go to Particular leads list
  • Select leads from the list
  • Click on Assign
  • Pop up will be display
  • Select sales person from drop down list of sales person
  • Click on Assign

Selected lead will be assign to particular sales person.

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