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How to assign or change the agent on lead activity page ?

Updated over 4 months ago

To add or change the agent in the leads from the lead activity page, click on the People page, then click on the particular lead you want to add or change the agent.
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Follow these steps:
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1. Click on the People page
2. Select the specific lead


3. On the lead activity page, find the Details section on the left side
4. Locate the Agent option and click the pencil icon on the right
5. Select the agent you want to assign


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