can i have lead emailed to an agent without assigning him access to crm? just have lead emailed to him ?
I am not sure if this would help, but if a lead was in a campaign, they could trigger an email set to send TO: agent email. If you include contact merge fields in this email, they will populate with the lead data, as the lead is triggering this email to send.
You would need to ensure that the agent’s email is a marketable email address in your contact records though.
Not sure if this would help, but it sounds like it may…