Forwarding Leads to Team Members
Share leads with colleagues and partners.
Accessing Forward Feature
Desktop
- Open lead from My Leads
- Click Forward button
- Modal opens for options
Mobile
- Tap lead card
- Tap Forward icon
- Bottom sheet for options
Desktop Forwarding
Single Lead
- Open lead details
- Click Forward
- Choose recipient type:
- Email address
- Platform user
- Enter recipient
- Add message (optional)
- Click Send
Bulk Forward
- Select multiple leads (checkboxes)
- Click Forward Selected
- Enter single recipient
- Send to all
Mobile Forwarding
Single Lead
- Tap lead card
- Tap forward icon
- Select recipient type
- Enter details
- Tap Send
Bulk Forward
- Long-press to select
- Tap additional leads
- Tap Forward
- Enter recipient
- Confirm
Recipient Types
Email Forward
- Any email address
- Professional email
- External partners
User Forward
- OpenLuxe users
- Team members
- Searchable list
Forward Tracking
Desktop View
- Forward history in lead panel
- Open/click tracking
- Recipient list
Mobile View
- Forward history section
- Basic tracking stats
- Tap for details
Tracking Engagement
Metrics Tracked
- Email sent timestamp
- Email opened
- Links clicked
- Open count
Viewing Stats
Desktop:
- Stats in forward history
- Detailed engagement
Mobile:
- Basic stats visible
- Tap for more
Best Practices
Include Context
- Add notes about lead
- Explain why forwarding
- Set expectations
Track Results
- Monitor engagement
- Follow up on unopened
- Review conversion
Team Communication
- Confirm receipt
- Discuss handoff
- Update status
