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This article describes the steps to reassign a lead.
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Instructions
Select the Assign action tool a lead status 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 toinFlow options. In this example, we have selected New Lead and the leads are listed on the right side of the screen.
Click the selected lead. 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.
the first lead (drr2S1134 all2S1143) in the New Lead list is selected.
The Record Details opens on the right side of inFlow.
Select the Assign icon from the Action Tools on the right side of the screen.
Complete the fields in the Assign popup window.
Select an admin from the Org Admin dropdown menu.
Select an agent from the Loan Officer dropdown menu.
If you would like to make this user the primary agent, scroll to the bottom of the Assign popup window and click Edit next to Primary Agent. If you do not want to make this user the primary agent, skip to Step 69.
The secondary Assign popup window displays the
Current Primary Agent and a Change To
dropdown option.
Click the Change To
dropdown 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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A user can view all roles associated with a lead by selecting the Assignment Assignments section inside the lead.
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