To add a team member to the web form lead received, ensure the member is also assigned to the campaign.
Assign a member to the campaign by following the steps below:
Navigate to your profile on the top right corner, and click ‘Manage Users.’ The list of users will appear.
Click the team member’s name you are assigning to a campaign. A new window will open.
Click ‘Role Assignment’ and select ‘Append User Access.’
Select the ‘Role,’ for example, ‘Acquisition Sales Manager.’
Select the ‘Market,’ for example, ‘Primary Market.’
Select the campaign you want your team member to have access to.
Click ‘Yes’ to ‘Existing Leads’ and ‘New Leads.’
Click ‘Update User’ and click ‘Save User.’