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How Do I Set Up Lead Recipients?

To set up lead recipients:

  1. Click on Recipients under Settings.
  2. Click on Add Recipient.
  3. Enter the First Name, Last NameEmail Address and Phone Number.
  4. Under Domains, select which domains’ leads the recipient should receive. (This option is available for accounts with multiple domains.)
  5. Check the Receives every lead from their domains box if the recipient must receive all leads from the domains selected.
  6. Click Create Recipient.

Click here for instructions on setting up a round robin for lead distribution.

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