You can send a lead using the find client functionality on the following screens: Maximizer, Search Leads

To run a "Find Client" Open the Search Leads or Maximizer Screen. Right Click the Lead and look for the find Client Functioanlity. Select that and the system will then bring up a list for all eligible clients for that lead. Select the Green Send Icon to send the lead to your clients.


Figure 1.
Sending a Lead using Find Client.

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