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How to Give Someone Passing/Sharing a Lead Rights

This is a quick guide on how to set up a user to pass and share leads in WeOpportunity.

Once in WeOpportunity, please follow the steps below - 

1.) Click on User settings

2.) Enter the person's name you'd like to give the rights to

3.) Select the name from the drop down tab

4.) Click on Edit

5.) Check the boxes on the people you'd like your user to manage

Choose files or drag and drop files
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  1. Stephen Nasti

  2. Posted