Leads can only be assigned to a lead agent. 

Navigate to menu item CRM Contacts | Leads | Lead Agent

Click on + New Lead Agent

Complete the required fields

Field descriptions:

  • User: Select an existing system user from the list.
  • Active: This will be ticked by default
  • Products: List all the products which the agent is allowed to work on

Note: that Leads can only be assigned to users who have been setup as Lead Agents AND is linked to the Product which is linked to the Campaign.