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How to Send a Lead in Search Leads Screen
How to Send a Lead in Search Leads Screen
Send a lead manually with the "Find Client" feature
Gabriel Buck avatar
Written by Gabriel Buck. Updated over a week ago

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.
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