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            Create a Lead Queue for Referral Approvers

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            3. Financial Services Cloud Admin Guide

            Create a Lead Queue for Referral Approvers

            Use a Lead Queue to provide approvers with easy access to the referrals requiring approval.

            Required Editions

            Available in: Lightning Experience
            Available in: Professional, Enterprise, and Unlimited Editions
            1. From Setup, enter Queues in the Quick Find box, and then select Queues.
            2. Click New.
            3. For Label, enter Referral Approvers.
            4. Accept the unique name.
            5. Add the Lead object to Selected Objects.
            6. Save your changes.
             
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            Salesforce Help | Article