You can decide who of your team manages the unassigned leads that come in via the website 'get personal updates'.
- Go to the SweepBright menu and select Company & Teams
- Go to your company in the left bar, which is the first icon on top of the list
- Select Unassigned leads
- Select who is going to follow up on incoming leads (yourself or a team member)
- Assign new incoming leads to a certain team
- Hit the Save button
Did you know? You can multi-select by checking first all boxes and then Assign selected