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Lead List - How to Manually Send Leads
Lead List - How to Manually Send Leads

Manually send leads to clients from your lead list.

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 List and Quality Control.

To run a Find Client, open the List screen. Right-click the lead and look for the Find Client Functionality or you can find it in the main navigation toolbar. Select that and the system will then bring up a list of all eligible clients for that lead. Select the Send icon to send the lead to your clients.

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