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Are staff notified when a lead is assigned to them?
Are staff notified when a lead is assigned to them?
Erin Crager avatar
Written by Erin Crager
Updated over 6 months ago

Yes, they'll see an email like this one and can click the link to go right to the lead.

They can then click this Open Task button to view what's asked of them.

A pop up displays the task detail, and they can mark it complete when its done.

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