How to Assign Leads

You can assign or reassign a lead to any agent whose assignability is set to Automatic or Manual for your brand. This is done directly from the leads table.

Only agents whose assignability is set to Automatic or Manual appear in the assignment dropdown. If you do not see a team member listed, ask them to update their assignability on the Sales Assignability tab of the Profile page in their Account settings.

Assigning a Lead to a Sales Rep

1. Navigate to Sales → Pipeline and select the Leads tab.
2. Find the lead you want to assign in the leads table.
3. Locate the Assigned To column for that lead.
4. Click the column cell to open the agent dropdown.
5. Select the sales rep you want to assign the lead to.

The assignment takes effect immediately. The selected agent receives a notification that a lead has been assigned to them.

Reassigning a Lead

To reassign a lead to a different rep, follow the same steps above. Click the Assigned To column for the lead and select a different agent from the dropdown.

Unassigned Leads

Leads that have not been assigned to any rep display Unassigned in the Assigned To column. This can happen when:

• A lead was imported without triggering auto-assignment
• No agents had their assignability set to Automatic when the lead was created
• The previously assigned agent has been removed from the team

Bulk Assignment

To reassign multiple leads at once, select the leads you want to update using the checkboxes in the leads table, then use the bulk actions toolbar to assign them to a specific rep.