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How to assign a property to a lead
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Welcome to myCRM tutorials.
In this clip we’ll show you how to assign a property to a lead.
From the Properties tab:
Choose the properties your lead would be interested in
Click assign to
Select the lead from the list
And click assign to save.
To quickly find all properties assigned to that customer:
Go to leads
Type their name
Click on the arrow on the right hand side to see all.
That’s it! Thanks for watching.
myCRM team
In this clip we’ll show you how to assign a property to a lead.
From the Properties tab:
Choose the properties your lead would be interested in
Click assign to
Select the lead from the list
And click assign to save.
To quickly find all properties assigned to that customer:
Go to leads
Type their name
Click on the arrow on the right hand side to see all.
That’s it! Thanks for watching.
myCRM team