You can send a lead using the find client functionality on the following screens: Lead Maximizer, Search Leads

To run a Find Client, open the Search Leads or Maximizer screen. Right click the lead and look for the Find Client Functionality. Select that and the system will then bring up a list for all eligible clients for that lead. Select the Send icon to send the lead to your clients.

Sending a Lead using Find Client.
Did this answer your question?