To assign a lead to an agent from the lead form:
- Select View/Edit Lead from the Lead grid by selecting the View/Edit icon.
- The ELM Lead Form will open. Here you can view details of the lead within one screen. From the ELM Lead Form, you can select an agent in the Assigned Agent section and set a date and time for a reminder email to be sent.
Below is an example of what the reminder email looks like once it has been received by the assigned agent. This includes a clickable link that will take the agent directly to the lead.