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How to share your Leads with other studios
How to share your Leads with other studios
Maria avatar
Written by Maria
Updated over 2 months ago


How to share your Leads with other studios

2. Click "Leads" in "Contacts" menu

3. Select a Lead you want to share

4. Click "Share Lead" inside of "Actions" menu to the right

5. Select a studio you want to share with

6. Select a Lead Type which you think is most appropriate

Tip! The list of Lead Types will be requested from the studio you wish to share with, not your own!

7. Click "Save" and you are done!

Tip! If you can't see any studios in the upper dropdown, most likely you haven't set your sharing settings right. You can manage them from "Settings" => "Sharing" page or using this button


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