Company executives or others with broader access rights in Linear can forward company leads directly to agents or another office within the same group when the Company view is selected. If a lead is shared with another company, the executive of that office can similarly forward it to an agent.
A lead can only be shared with one recipient at a time. If the agent who received the lead returns it, it must be shared with another recipient.
After sharing or returning a lead, an email notification is also sent to the user.