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Share a Lead

“Share a lead” is a feature which will allow you to share a lead information with your users. Users should be an active Leadsquared User.  While you share the lead, an email will be sent to your colleague with the basic details of the lead.

To share a lead, Go to Manage Leads Page then click on actions button adjacent to the lead which you are willing to share the with your colleague.

test

Once you click on share button, a pop up will be shown to mention your users information with whom you would like to share the lead details with as shown in the below image

Share lead

Once you click on Share button an email will be sent to the mentioned email address with the basic details of the lead as shown below.

test 2

Now your colleague can access the lead by just clicking on the link in the email sent to him , which will display the lead information in Leadsquared.