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Leads & Requirements

Assign leads to your team

Give every lead an owner.

Owners and admins can assign or reassign any lead from the lead’s page, or tick several leads on the Leads page and choose Assign. New leads are assigned according to Lead defaults in Settings.

  • Owners and admins see every lead in the workspace.
  • Members see only the leads assigned to them, unless an owner or admin gives them All on Leads in Team.
  • If a lead’s previous owner can no longer see it, its pending follow-ups move to the new owner.
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