Start by editing your lead
Go to Sales --> Leads and click on the lead you wish to assign staff to.
In the Requested staff box, search for the staff name
It may also be helpful to enter a next follow up date
Note that if you want staff to be able to message leads, they will need to have the Extended Permissions role enabled in their user settings.
Can my staff email or text the leads?
In order for a staff member to be able to access the Messages tab on a booking, they will need to have the Extended Permissions role enabled on their user account.
To enable the sales role for a staff person, go to Manage --> User Accounts, edit the user and check the box next to the Extended Permissions role, then save their account permissions.
