Before assigning a consultant, understanding of the following two is required:
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After having all required staff in the system and navigating to the specific lead
Step 1. Select "Assign"
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Step 2. Type the name of the staff member in the search input and select "Search"
Step 3. Select "Add" next to the appropriate staff member, more results may be listed depending on the search criteria provided
The First Name and Last Name of the assigned staff member will display along with the date that they were assigned to the lead
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