BoldLeads

Get to know the basics with a few helpful tips and tricks along the way!

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How do I assign leads to specific agents?

 Navigate on the orange bar across the top of the screen to Leads to enter your Lead View page.

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If you have multiple logins for your account, you can customize and automate assignment rules.

Navigate to Settings> Account Settings, then select "Assignment Rules" on the grey bar on the left.

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