How To: Manually Assign/Re-Assign Leads

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LeadManager

There are two ways to manually assign or re-assign leads:

Using this method - up to 100 leads can be managed at once.

Click on Leads to load the Normal View page.

Use sorting and filtering to locate the lead(s) to be assigned/re-assigned. For more information, see How To: Filter and Sort on Leads I Normal View.

Use the check-boxes on the far left-hand column to select leads for assignment.

Using this method - up to 100 leads can be managed at once.

Click the small arrow icon at the top of the check-boxes column to bring up a menu.

Click Assign Leads.

The Assign Leads pop-up window will appear.

Select the name of the user who will receive the leads.

As soon as the name is clicked, the leads will be assigned to the user.

Use Batch Processing to move large numbers of leads. For more information, see Batch Processing: Detailed Review.

Batch Processing is only available to LeadManager Advanced clients.