Description
This article describes the steps to reassign a lead.
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Instructions
Select the Assign action tool from the Action toolbar.
The Assign popup window opens.
Click the drop-down menu of the role that you would like to assign the lead to. In this example, we have selected the Loan Officer drop-down.
Select the user to whom you would like to assign the lead. In this example, we have selected Daniel Tobias.
If you would like to make this user the primary agent, scroll to the bottom of the popup window and click Edit next to Primary Agent. If you do not want to make this user the primary agent, skip to Step 6.
The Assign popup window displays the current Primary Agent and a Change To drop-down option.
Click the Change To drop-down menu and select the user to whom you just assigned the lead.
Click Update to save the changes. Any new agents assigned to the lead will receive a popup notification informing them that a lead has been assigned in their name.
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See the How To: Bulk Reassign article to reassign leads in bulk. |
Viewing Roles Associated with a Lead
A user can view all roles associated with a lead by selecting the Assignment section inside the lead.
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