You can delegate a lead to a specific user in your organization or to the delegation list so that other users can see and pick up as they want. Below is the steps to do so:

  1. From the list view of a particular lead, click on 3-dot button on the right or from its detail view, click 3-dot action button on the top
  2. Choose delegate, a window pops up. If you want to delegate that lead to a specific user, choose preferred unit and user from the dropdown list, then click done to complete the delegation or click cancel to turn back to initial screen. If you leave unit and user fields blank, the lead will be transferred to the delegation list
The delegated user will receive a notification that he or she has received a lead from you. And all of the users in your organization will get notification about a lead that has been moved to the delegation list. The delegated user can “accept” or “decline” that lead. If he or she accepts it, it will be in his or her lead list, if decline, this lead will be transferred to the delegation lead list.