How To Assign Leads

1. Fill in each sales person's name in the "Sales Reps" tab.
If you enter their email address (and enable email notifications in the sidebar), an email will be sent when a lead is assigned.

2. Enter your leads in the "New Leads" tab.
Make sure you mark every lead you want to be assigned with a "PENDING" status.

3. Click the "Run Now" button in the sidebar.
Leads will be round robin assigned and moved to the "Assigned Leads" tab.