Assigning Partners to Leads

Access the Lead - Manage {Lead Name} form. Select the Partner tab.

To assign partners to a lead:

1. Click the Assign Partners button.

2. On the Link Partner form, select all of the partners that you want to assign to the lead, and then click Select.

   The system returns you to the Partner tab and displays the selected partners in the detail area of the form.

3. To remove a partner from the lead, select the partner and then click the Remove button.