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Share a Lead via Email

You can share a lead’s information with other users in your account over email.

Note: To give a user temporary view or edit access to a lead, see How to Share Leads for a Limited Duration.

Follow these steps to share a lead via email –

  1. On the main menu, navigate to Leads>Manage Leads.
  2. Hover your cursor over the actionsSettings iconwheel, then click Share Via Email.

share via email

On the Share Lead Info Via Email pop-up,

  • Use the Email to field to add more users you want to send the email to
  • Use the Notes field to add relevant information or context to the email

Click the Email button when you’re done.

share via email popup

The selected users will now receive an email like the one shown below. They can click the View Lead Detail link to navigate to the Lead Details page in LeadSquared. Note that only users with permissions to view the lead will be able to see the lead details page.

share lead email

 

Any Questions?

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