Sales Culture > Inside Sales
Assign New Sales Lead
Posted by i3Teamworks Admin on 5 Mar 2018 3:13pm

Inside Sales user shall assign the new Sales Lead to the other Salesperson  for them to follow up and Close the sales opportunity.

1. From your Main Dashboard, tap on SALES and click Inside Sales

2. Tap on Customer

3. Click on "+" icon to add Sales Lead

         

4. Enter the details and click Save button