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Assigning Leads

  • leads

  • assign

  • re-assign

Leads can be assigned from within a Lead record to another user.  Click on the Actions menu within a Lead to manage this.

Choose a User or a Team.

Bulk Re-assign Leads

A team leader or List Owner may want to assign leads by bulk following either an import or an exhibition where a number of leads may have been created at the same time.

In order to manage this a user can use the Lead Assignment List:

Select the Action Menu and choose to Assign Leads.  You will be presented with an option on Lead Assignment, available in the view menu:

Once this is completed your users will be able to see all Leads assigned to them.

Please note: you need to own the Lead or the List to be able to use this option.